The FERS Retirement Guide course equips federal employees with the knowledge and tools needed to plan and manage a successful retirement. Participants will learn how to calculate retirement benefits, navigate the Thrift Savings Plan, understand Social Security and survivor benefits, and manage insurance options. The course also covers early retirement, buyouts, taxes, post-retirement employment, and life events that can impact retirement planning, providing a comprehensive roadmap for a smooth transition into retirement.
Key Skills You’ll Learn:
- Retirement Benefit Planning: Calculate FERS annuities, phased retirement options, and early or deferred retirement benefits.
- Thrift Savings Plan Expertise: Manage contributions, withdrawals, Roth options, and investment strategies effectively.
- Insurance & Survivor Planning: Navigate FEHB, life insurance, long-term care, and survivor benefit options.
- Social Security & Cost-of-Living Adjustments (COLAs): Understand benefits, windfall elimination provision, and retirement formulas.
- Application & Life Event Preparedness: Complete retirement applications accurately and handle life events that affect benefits and eligibility.
