Federal Employee Retirement Evaluation 12 Questions Federal Employees Need to Answer BEFORE Retiring

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Out of the more than two million individuals employed by the Federal Government, we have found that most have important questions regarding their Federal retirement benefits. Lack of knowledge can lead to a loss of thousands of dollars in retirement. Complete the Federal Employee evaluation below to see if you are prepared for retirement:

Do you know when you will be eligible to retire with your full pension?

Yes

Clear selection

Will Social Security and your pension be enough to provide lifetime retirement income?

Yes

Clear selection

Do you know the 2021 maximum contribution to the TSP?

Yes

Clear selection

Do you have a plan to maximize your Social Security income?

Yes

Clear selection

Have you determined the best time of year and month to retire?

Yes

Clear selection

Do you know the monthly cost to include a survivor's pension?

Yes

Clear selection

Are you aware of the multiple withdrawal and rollover options for your TSP?

Yes

Clear selection

Are you aware of the impact of taxes, on the distribution of your TSP in retirement?

Yes

Clear selection

Do you know what the actual cost of FEGLI will be at retirement?

Yes

Clear selection

Do you have any tax-free retirement income sources?

Yes

Clear selection

Are your beneficiary designations updated and correct? Your will? Your POA's?

Yes

Clear selection

Do you have a Fiduciary Retirement Planner who specializes in Federal Employees?

Yes

Clear selection

If you answered "NO" on 4 or more questions, we recommend a personalized, complimentary Federal Retirement Analysis. I would like: *

I would like a complimentary, individual consultation and retirement assessment. You may also go to masterplanretire.com and click schedule an appointment.

Required

Name: *

Your Age: *

Your Service Computation Date:

Spouse/ Partner Name:

Spouse/ Partner's Age:

Best Number to Contact You: *

Preferred Email: *

Desired Retirement Date:

Comments/ Concerns:

Submit

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