MUST-Review Documents Before Retirement: Federal Benefits Checklist | Christy Capital Management скачать в хорошем качестве

MUST-Review Documents Before Retirement: Federal Benefits Checklist | Christy Capital Management

Before you retire from federal service, there’s one step that can save you months of delays and thousands of dollars in mistakes — reviewing your federal benefits paperwork. In this video, Mel Stubbs from Christy Capital Management and the Federal Retirement Channel walks you through the must-review checklist of documents every federal employee should double-check before submitting their retirement paperwork. You’ll learn: ✅ Which forms to review and why they matter ✅ How to verify your service history (SF-50s) and military deposits ✅ Why beneficiary forms are more important than your will ✅ How your leave balances affect your pension and payout ✅ The rules for keeping FEHB and FEGLI in retirement ✅ Which retirement forms cause the most mistakes (and how to avoid them) ✅ How to connect your TSP, pension, and Social Security into one clear income plan Most federal employees don’t realize how many moving parts are involved in retiring smoothly. Having a guide who understands all the paperwork and how it ties together with your income strategy can make all the difference. Download your free Federal Retirement Readiness Checklist: christycapital.com/checklist 💬 Need help walking through your documents? Click the “Talk to an Advisor” button at christycapital.com. At Christy Capital, we help federal employees bring all the pieces together — so you can plan, prepare, and retire with confidence. We have a new book that goes over the 10 decisions that can make or break your federal retirement, so get your copy on Amazon. It will greatly benefit you as you plan for retirement. Get your copy here: https://christycapital.com/decisions The information provided is not intended as tax or legal advice. Figures shown are for illustrative purposes only. Furthermore, the information or illustrations provided may not be used to avoid any tax penalties. This content represents the general views of Christy Capital Management, Inc., a Registered Investment Advisor, and should not be regarded as personalized investment advice. Nothing herein is intended to be a recommendation. The opinions expressed are subject to change without notice. The client testimonials presented on this website are from current or former clients of Christy Capital Management, Inc. These testimonials reflect the real-life experiences and opinions of individual clients. However, individual results may vary. The clients who provided these testimonials were not compensated, either directly or indirectly, for their statements. At the time each testimonial was provided, there were no known material conflicts of interest between the client and Christy Capital Management, Inc. that could have influenced the content of the testimonial. These testimonials are not indicative of future performance or success and should not be construed as a guarantee of specific outcomes. Any reference to a specific client experience does not imply that other clients will receive the same or similar results. For more information about our services and a full review of our performance record, please refer to our Form ADV and other publicly available filings.