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July Webinar Schedule of Information

 

Get in Touch with Marvin Johnson for More Information
https://feponline.org/about/educators/marvin-johnson/

 


Financial Transitions
Tuesday 7/9/2024
6pm EDT

- Taking control of your finances
- Reasons for career/job transitions
- Lining up benefits/insurance options
- "Can I, or when can I, retire?"
- Placement resources
- Choosing new benefits (weighing the options)
- Rolling over your 401K vs. leaving it with your old employer
- Understanding your retirement plans and what they are worth

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Retirement Planning
Friday 7/12/2024
12pm EDT

- Running the retirement marathon
- Long-term care considerations
- How not to outlive your money
- How taxes and inflation impact retirement
- Stretch IRAs
- Required Minimum Distributions (RMDs)
- Exit Strategies

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TSP Changes & Modernization
Tuesday 7/16/2024
6pm EDT

- Changes to TSP
- New funds
- New fees
- Withdrawals
- Distributions

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Social Security & Medicare Explained
Friday 7/19/2024
12pm EDT

- Understanding Full Retirement Age
- Calculating Social Security Benefits
- Applying Earlier vs. Later
- Breaking Medicare Down
- Medicare Supplements
- Income-Related Monthly Adjustment Amount

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Financial Pitfalls
Tuesday 7/23/2024
6pm EDT

- Defining the three stages of your financial life
- The importance of tax strategies
- Retirement planning
- Exit strategies
- Avoiding "one size fits all" advice
- Planning for college, death, disability, taxes, and inflation

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Mitigating the Cost of Long-Term Care
Friday 7/26/2024
12pm EDT

· Low and no-cost care
· Alternatives
· Medicare/Medicaid coverage
· Inflations and corrections
· What the SECURE Act affects

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Pre-Retirement Planning for Federal Employees
Tuesday 7/30/2024
6pm EDT

- States that don't tax federal pensions
- Jumpstart survivor benefits
- How to calculate FERS/CSRS pension benefits
- Roth and catch-up TSP
- Health insurance for spouse and family
- Social Security windfall elimination, supplement, and integration

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