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Federal Employees’ Guide to Navigating Retirement

Federal Employees’ Guide to Navigating Retirement

The Savvy Investor Podcast · Mike Canet

February 11, 202513m 45s

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Show Notes

Retiring from the federal government can be a complex process, with numerous elements to consider, such as pensions, healthcare, and “leave” payouts. Katherine Groce and Samantha Nash discuss Trump’s recent administrative changes which have added another layer of complexity, potentially impacting the optimal retirement timing.

Katherine and Samantha dive into why federal employees must weigh their options carefully, considering incentive packages and procedural intricacies like TSP rollovers and Roth conversions. Long-time employees may discover they are effectively "working for free," underscoring the importance of accurate financial planning for a secure retirement.

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Topics

retirementretirement planningfinancial advisortaxesincome plantax efficiencyfinancial securityfederal employeesDOGE