The Federal Government is well-known for offering its employees a competitive set of benefits, including a one-of-a-kind pension through the Federal Employees Retirement System (FERS).1 This benefits package can be tough to navigate so you’ll want to make sure you’re on track if you're approaching your retirement date.
Since 2002, Dennis Marshall, Marshall Investment Management’s founder, has taught pre-retirement seminars for federal employers across the country. His deep knowledge and experience in government retirement options and benefits packages is a big advantage to employees needing assistance with planning their retirement. With many federal employees and former federal employees as clients, we can help navigate the complexities of this specialized retirement system and the various options available to you.
The Federal Retirement System
The Federal Government offers many benefit options in retirement. The decisions you make before retiring are crucial - we'll work with you to make sure those decisions and the benefits package you choose coincide with an overall comprehensive financial plan. We also educate you on your options for your Thrift Savings Plan (TSP) in retirement, and work with you every step of the way to make sure you’re optimizing the benefits available to you.
Federal Retirement Planning Services
Topics we often discuss with our Federal Government employee clients include:
- Your retirement eligibility requirements
- How your retirement benefits will be calculated
- Whether military service credit is available
- How much to expect in Social Security income and how much may be taxed
- Whether you should purchase Federal Long-Term Care (LTC) insurance
- Whether survivor benefits are available and how much they'll cost
Make sure you know your options and are selecting what is best for you in retirement by working with our experienced financial professionals. Schedule your free consultation today to find out how to work with us!
1https://www.opm.gov/retirement-services/fers-information/
