Resources to Help Federal Employees Plan for Retirement
Federal Retirement Experts
Informational Library
At Federal Retirement Experts, we create a customized retirement plan for you based on your values and beliefs about money, unique financial goals, and priorities.
Below, you will find a complimentary retirement guide covering timely financial topics and insights. We created this guide to help you assess your current investment and retirement strategies. We hope you find it helpful!
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Best Dates to Retire
For federal employees, retirement isn’t just about trading spreadsheets for seashells. It’s a strategic game of maximizing benefits, minimizing taxes, and ensuring a smooth transition into “No More Mondays.” Finding the best date to retire for each calendar year can be tricky. So, when is the best date to retire? To help you navigate this fiscal labyrinth, we developed a guide based on current information from the US Office of Personnel Management (OPM) to help determine the best date for you.
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Your Roadmap to Federal Retirement
Retirement can be similar to a roadway with places to stop, consider your choices, and rework previous decisions. While many potential retirees may find unexpected pitfalls on the path to retirement, Federal employees can often be faced with additional hurdles. Knowing when to retire, what benefits to choose, what allocations to make, and even when to start planning can be a daunting task. Luckily, the path just got easier to navigate with this checklist in hand.
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5 Keys of Retirement Planning
This is the year for a renewed focus on planning and preparation in the five key areas of retirement planning. This guide walks you through the building blocks of any solid retirement plan, and details each one. Make 2023 the year you create a truly comprehensive retirement plan that addresses all your retirement concerns.
Serving Federal Employees Nationwide
Federal Retirement Experts is a Jameson Financial Solutions company
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Serving Federal Employees Nationwide
We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom-suit their needs and objectives. Federal Retirement Experts is a wholly-owned subsidiary of Jameson Financial Solutions Inc.
This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.