Legacy Planning for Federal Employees
The Fifth Piece of the Retirement Puzzle
As a federal employee, there are many moving components when it comes to legacy planning. Have you properly designated your beneficiaries on all elements of your benefits package?
Some of the benefits that your family is entitled to will change throughout the course of your career and your elections will determine their impact post-retirement. Benefits that your family or beneficiaries may be entitled to include:
- Federal Employee Retirement System (FERS) Death Benefit
- FERS Pension Income
- Federal Employee Health Benefits (FEHB)
- Social Security Benefits
- Thrift Savings Plan
- Federal Employee Group Life Insurance (FEGLI)
- Other Benefits (IRAs, Life Insurance, Outside Investments, etc.)
In this webinar, we will cover how these benefits change throughout your career and into retirement. We will also discuss the differences in trusts and wills and how you can properly plan and maximize your legacy planning. As a trusted resource we are here to assist you and your family through the process.
Check out this recording for a deep dive into legacy planning!
Learn how to maximize
your legacy planning.
Protecting your paycheck. Protecting your life. Protecting your retirement.