Receive the information you need to make fully informed decisions about retirement. Learn how CSRS and FERS annuities and Social Security benefits are calculated and how your health and life insurance benefits carry over into retirement. Take this course to learn about Social Security benefits; Medicare; Thrift Savings Plan withdrawal options; and financial, estate and "life" planning.
Who Should Attend?
Federal employees who are within ten years of retirement. Those employees who do not anticipate retiring for at least ten years should take the Mid-Career Retirement Planning course. Spouses are welcome to attend at no charge.
Determine when you are able to retire and explain the major steps involved in the retirement application process
Understand how your basic annuity will be computed and what benefits will be payable to your survivors
Identify your federal health and life insurance benefits after retirement, as well as your entitlement to Social Security benefits, including Medicare, and how/whether your Social Security benefit will be affected by the Windfall Elimination Provision (if you are a CSRS-covered employee or a CSRS-covered employee who transferred to FERS)
Identify TSP withdrawal options
Identify your retirement income needs and develop appropriate financial plans for your retirement
Consider the social, psychological and emotional impact of retirement decisions
