Your FERS retirement comes together in pieces: pension, supplement, TSP, and Social Security. This checklist shows how they fit.
The fundamentals of FERS retirement in one place, written in plain English. Use it to see which numbers to run, which elections are permanent, and which pieces depend on each other.
What's Inside
✓MRA calculation by birth year
✓FERS Supplement timing and phaseout
✓Survivor benefit options
✓TSP withdrawal strategies
✓Social Security coordination
✓Healthcare transition planning
This Checklist Is For
FERS employees planning their retirement date
USPS and postal employees under FERS
Anyone who wants to understand their options before paperwork
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Your FERS Planning Checklist is ready. If any questions come up as you go through it, I'm always happy to help.
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Mia Smith, MBA, FPWM, FRC, NSSA®Federal Retirement Consultant
321.567.1958 ·
octusfinancial.com
