Why Should You Take A Retirement Planning Class?
Join host Bob Leins and special guest James Marshall. James is a federal benefits specialist that will discuss the issues surrounding retirement and what you need to know about the process.
James will also include 'real world examples' of how attending a retirement planning class now may ultimately save you, the federal employee, hundreds or even thousands of dollars in retirement by learning about maximizing your federal benefits.
Topics Include
- Pension vesting (employee contributions)
- Deposit/re-deposit
- Sick leave vs. annual leave (shortly before leaving federal service)
- Importance of understanding how a pension is computed
- Age factors that might affect benefits
- Survivor benefits
- Health insurance
- Thrift Savings Plan
