Episode 97: Federal Employee Listener Mail - Survivor Benefits, IRA Rollovers, and Small Pensions
Federal Employee Financial Planning Podcast · Mason & Associates
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Show Notes
What if your federal pension is small and you're not relying on it—should you still elect survivor benefits? In this episode, John and Tommy respond to a listener's detailed YouTube question about pensions, TSP, and survivor benefits when service time is short and other retirement savings are strong. They break down the real value of keeping survivor benefits, even when your pension isn't your main income stream.
Access the full show notes at Mason & Associates, LLC
Resources Mentioned:
- Mason & Associates: LinkedIn
- Tommy Blackburn: LinkedIn
- John Mason: LinkedIn
- Federal Employees - DO NOT Decline Survivor Benefits!