DUNS# 121868823 / CCR# 8MNQ7

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Postal Benefits Retire-Ready Review & Report

Retirement freedom and financial security begin with understanding All your Retirement Benefit Options, how they work, and how you can maximize what you have worked for. Your Retirement Specialist will Get You Qualified Answers Today.

Dan Sherwood,
Postal Benefits Coach
Take the time to really understand All Your Postal Benefits. Here’s what We cover in your Retire-Ready Review:

  • Pension Calculation for a given Retirement Date
  • FERS & CSRS Retirement & Pension Eligibility
  • TSP Loss Mitigation Strategies
  • Proposed Changes to your Federal Retirement Benefits
  • The Best Time for Federal Employees to Retire
  • Ways to Protect your TSP from market Losses outside the G Fund
  • Taxation of your Pension, Social Security and TSP withdrawal
  • 20 tax-friendly States that do Not Tax Federal Pensions or SSI
  • Federal Employee Retirement 80% Rule
  • Accessing your TSP before age 59 1/2
  • Little known facts about your FEGLI
  • Spousal Benefit Options and Costs
  • FERS Supplemental Annuity
  • Roth TSP’s and other Tax-Free Income Options
  • Best Time to Retire for Optimal Income
  • TSP Analysis and Contribution Recommendations
  • Military and or Sub-Time Buy-Back decision
  • Life Insurance Costs, Now and in the Future
  • Social Security Supplement and Maximization at 62 and 66
  • Health Insurance Eligibility and Medicare Costs
  • Tax-Free Income Planning & Wealth Transfer
  • Advice on other General Questions

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This material has been prepared for informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice. Postal Benefits Information Center is not a federal government agency.

© 2020. POSTAL BENEFITS INFORMATION CENTER. ALL RIGHTS RESERVED

DUNS# 121868823 / CCR# 8MNQ7