How to Decide Between a Full vs Partial FERS Spousal Survivor Annuity? скачать в хорошем качестве

How to Decide Between a Full vs Partial FERS Spousal Survivor Annuity?

Gene wants to know that if money is not an issue (he will have his FERS retirement, Social Security benefits, and TSP savings), would it make sense for him to elect for a Partial FERS Spousal Survivor Annuity? That way, he can invest the balance amount from not opting for a full annuity into a trust fund for his family. Tammy breaks it down so that Gene as well as you the viewer, can make the right choice. You can find the full article here: https://plan-your-federal-retirement.... If you are a federal employee and still have questions about estate planning, comment below and we'll try to answer it in a future episode. And if you found this video helpful, please hit subscribe! =-=-=-= Want to learn more about how you can plan for your federal retirement? Then check out: Plan Your Federal Retirement Website: https://plan-your-federal-retirement.com Do you like listening to podcasts? Want to specifically learn how to better plan for your federal retirement? Then check out: Plan Your Federal Retirement Podcast: https://plan-your-federal-retirement.... Are you looking to work with a financial planner who specializes in the intricacies involved with the federal employee retirement system? Then check us out: Shilanski & Associates, INC.: https://shilanski.com/ Also, follow me at these places below and say hi! LinkedIn:   / plan-your-federal-retirement   Facebook:   / planyourfederalretirement   Until next time, happy planning! Micah Shilanski, CFP® #PlanYourFederalRetirement Advisory services offered through Shilanski & Associates, Inc., an Investment Adviser doing business as “Plan Your Federal Retirement”. Plan Your Federal Retirement is not employed by the United States Federal Government and does not represent the United States Federal Government. All content on this site is for information purposes only. This website is not personalized investment advice. Securities investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. Please review our Customer Relationship Summary (Form ADV Part 3) for important information about our services and fees. Opinions expressed herein are solely those of Shilanski & Associates, Incorporated, unless otherwise specifically cited. Material presented is believed to be from reliable sources, and no representations are made by our firm as to other parties, informational accuracy, or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation. Content provided herein is for informational purposes only and should not be used or construed as investment advice or recommendation regarding the purchase or sale of any security. There is no guarantee that any forward-looking statements or opinions provided will prove to be correct. Securities investing involves risk, including the potential loss of principal. There is no assurance that any investment plan or strategy will be successful.