Ensuring a comprehensive retirement plan requires a closer look at your financial figures and consulting with financial professionals who understand the intricacies of federal employee benefits. Your personalized benefit analysis will encompass a thorough examination of federal employee benefits, providing invaluable insights into your retirement readiness. Your analysis will cover:

  • Your FERS Pension numbers, and the best time to retire.

  • Your TSP, and how much you should draw out.

  • Social Security, and when you should turn this on.

  • Survivor Benefits

  • Income Planning

  • Pension Max

  • FEGLI and all of your insurances.

 

Additional services available

  • FERS and CSRS retirement analysis and planning

  • Pension Maximization

  • Special Category Employees (Law Enforcement, Fire Fighters, Air Traffic Controllers)

  • Federal Employee Group Life Insurance (FEGLI) planning and advice

  • Thrift Savings Plan (TSP) planning and income projections

  • Calculating your annuity benefit payments

  • Should I take the VSIP, VERA, or RIF?

  • Social Security impact on benefits

  • Health Insurance (FEHB) planning and how to deal with Medicare

  • Long Term Care planning

  • Taxes on Federal benefits

 

The RIsX Factor/RAIMA Insurance & Financial Services is not affiliated with the US Government. The materials presented on this website are intended as an educational overview and are not intended to provide specific advice to individuals without further consultation. Barton Financial Management LLC. does not provide legal or tax-accounting advice. Please consult with a qualified attorney or CPA for proper legal or accounting counsel.