FERS 101 Podcast Michael Bready

Social Security currently pays out more than $1 trillion each year to it's beneficiaries, but people still struggle with questions, such as:
-When should I file?
-Isn't the system running out of money?
-How will collecting affect my taxes and due to income from my TSP or FERS annuity?

Let's dive into the history!
This podcast is for educational purposes. Beyond Financial Planning, LLC is a registered investment advisor. We are passionate about helping families 50 and over navigate the federal retirement system. We work closely with our clients to optimize their federal and retirement benefits by focusing on tax planning, estate planning, investments and risk management. You can reach out to us at our website for more information.

Every year, millions of retirees and near-retirees become eligible for Medicare benefits, but the complex requirements can make it hard to navigate this system. We will go over a hypothetical situation that FERS retirees run into on a regular basis.

This podcast is for educational purposes. Beyond Financial Planning, LLC is a registered investment advisor with a passion for families 50 and over in the federal retirement system. We work closely with clients to optimize their federal and retirement benefits by focusing on tax planning, estate planning, investments and risk management.  You can reach out to us at our website for more information.
This podcast is for educational purposes. Beyond Financial Planning, LLC is a registered investment advisor. We are passionate about helping families 50 and over navigate the federal retirement system. We work closely with our clients to optimize their federal and retirement benefits by focusing on tax planning, estate planning, investments and risk management. You can reach out to us at our website for more information.