Dan is a noted expert on federal retirement benefits and their division in federal employee/annuitant divorce matters. Retired from the Federal Bureau of Investigation (FBI) as a Special Agent Accountant. Since 1998, founder and publisher of the FERS GUIDE, a widely distributed resource for federal law enforcement officers and firefighters as well as “regular” FERS plan participants. Dan is a dynamic speaker and presenter, able to explain the complexities of federal retirement benefits to a wide audience.
Dan will discuss the following topics:
Computation of Annuity
Retiree Annuity Supplement
Complications of divorce and retirement
Military service deposits
Thrift Savings Plan contributions
Withdrawing from the TSP in retirement
Making the decision to retire
What to expect after submitting your retirement package
Recommended for CSRS and CSRS Offset Employees getting ready for retirement and want to understand how to best take their federal employee benefits into retirement. We will cover your pensions, survivor pension, federal health/life, Social Security special rules for CSRS/CSRS Offset and Medicare.
CSRS, Survivor Pension Options
Thrift Savings Plan (TSP), the new Roth TSP option and the TSP options in retirement.
Federal Employee Group Live and Federal Long Term Care Insurance Programs.
Federal Employee Health Benefits and Medicare, as well as using your Federal Health Insurance in retirement.
Social Security strategies and benefits to taking SS immediately or delaying for later, higher payment.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Innovate Financial, Inc. (612) 824-1107 8120 Penn Ave S. Ste 565 Bloomington, MN 55431 Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc.,a Registered Broker/Dealer, and member FINRA and SIPC. Innovate Financial, Inc. is Independent of ProEquities, Inc.. Non-securities products and services are not offered through ProEquities, Inc. Innovate Financial,Inc. does not provide tax nor accounting advice. Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, access to this information must be limited to individuals in the following states: Alabama, Arizona, California, Florida, Iowa, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Jersey, North Dakota, Oregon, Pennsylvania, Texas, Utah, Virginia, and Wisconsin. This website should not be considered a solicitation in any other state. CALIFORNIA Additional Disclosure: A broker/dealer, investment advisor, or BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualification requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment advisor, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment advisor, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment advisor, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. Click here to access Broker Check.