Receive the information you need to make fully informed decisions about retirement. Learn how Civil Service Retirement System (CSRS) annuities are calculated and how your health and life insurance benefits carry over into retirement. Take this course to learn about Social Security, Medicare, Thrift Savings Plan (TSP) withdrawal options, and financial and estate planning.
Who Should Attend?
Federal employees covered by the Civil Service Retirement System (CSRS) 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.
Objectives:
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
Determine whether you will be entitled to Social Security benefits, including Medicare, and how/whether your Social Security benefit will be affected by either the Windfall Elimination Provision or the Government Pension Offset
Identify your federal health and life insurance benefits after retirement
Identify TSP withdrawal options
Identify your retirement income needs and develop appropriate financial plans for your retirement
