Resources to Help Federal Employees Plan for Retirement
Federal Retirement Experts
Informational Library
At Federal Retirement Experts, we create a customized retirement plan for you based on your values and beliefs about money, unique financial goals, and priorities.
Below, you will find a complimentary retirement guide covering timely financial topics and insights. We created this guide to help you assess your current investment and retirement strategies. We hope you find it helpful!
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Social Security Guide
Federal Retirement Experts presents a comprehensive Social Security Guide to help retirees maximize their benefits. This guide covers key topics like retirement age, spousal benefits, taxation, and recent legislative changes. Learn strategies to optimize your Social Security income and secure a comfortable retirement.
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2024 Tax Guide
Tax planning is an essential part of managing your finances. As the tax laws evolve, staying informed and up-to-date on the latest changes that may affect your income and wealth is essential. In this guide, we will explore the different tax rules, regulations and changes for 2024 and provide practical tips for tax planning.
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Your Guide to Retirement
The concept of retirement has evolved into something radically different from what our parents and grandparents once knew. Gone are the days when pensions provided a reliable safety net. Today, the responsibility of retirement planning is squarely onto the shoulders of the individual. This guide provides the comprehensive overview you need to navigate your path and make informed decisions. Use this guide to get the most out of your retirement plan.
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Best Dates to Retire
For federal employees, retirement isn’t just about trading spreadsheets for seashells. It’s a strategic game of maximizing benefits, minimizing taxes, and ensuring a smooth transition into “No More Mondays.” Finding the best date to retire for each calendar year can be tricky. So, when is the best date to retire? To help you navigate this fiscal labyrinth, we developed a guide based on current information from the US Office of Personnel Management (OPM) to help determine the best date for you.
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Your Roadmap to Federal Retirement
Retirement can be similar to a roadway with places to stop, consider your choices, and rework previous decisions. While many potential retirees may find unexpected pitfalls on the path to retirement, Federal employees can often be faced with additional hurdles. Knowing when to retire, what benefits to choose, what allocations to make, and even when to start planning can be a daunting task. Luckily, the path just got easier to navigate with this checklist in hand.
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5 Keys of Retirement Planning
This is the year for a renewed focus on planning and preparation in the five key areas of retirement planning. This guide walks you through the building blocks of any solid retirement plan, and details each one. Make 2023 the year you create a truly comprehensive retirement plan that addresses all your retirement concerns.
Serving Federal Employees Nationwide
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We are NOT part of the federal government.
For federal work-related questions, forms, and resources,
please visit the
OPM Retirement Center.
3152 Little Road, Suite 144, Trinity, FL 34655
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Serving Federal Employees Nationwide