Question 1

What’s all included with a Retirement Review?

Accepted Answer

During your Federal Retirement Review, we will discuss most of the codes on your paycheck, perform a Pension Annuity Computation, conduct a FEGLI Analysis, review Social Security Benefits, Pension Maximization, TSP Rollover options, and discuss the Military Buy Back option if applicable.

Question 2

What branches of the Federal Government do you help the Employees?

Accepted Answer

We assist employees from most branches of the Federal Government, including the United States Postal Service, Department of Defense, Social Security Administration, Federal Aviation Administration, Department of Agriculture, Border Patrol Agents, Department of Homeland Security, Veterans Administration, Internal Revenue Service, Police Officers, and Firefighters.

Question 3

If I have another 5 to 10 years to go, should I have a Federal Retirement Review?

Accepted Answer

Yes! Our Retirement Review will help you plan for a better and more solid retirement. We will create a plan of action and assist you in executing it for long-term benefits.

Question 4

Do you charge a fee to do a complete retirement review with us?

Accepted Answer

No, we do not charge a fee for a complete Federal Retirement Review. It is completely free and typically takes about 1 to 1.5 hours to complete, requiring only your time.

Question 5

What do I need to have to do a complete Federal Retirement Review?

Accepted Answer

For a complete and accurate Federal Retirement Review, you will need the following: a recent paystub, a copy of your recent Social Security Benefits letter or an account at www.ssa.gov, a copy of your recent TSP statement, and the approximate Service Computation Date or the date you went full-time.

Category: Finance

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