Federal Benefits

Making the most of your benefits while continuing to work, and taking the necessary steps to prepare for retirement from federal service can sometimes feel overwhelming. By meeting together, we can help you to develop a personalized assessment of your federal benefits and identify important decisions to be made throughout your career and as you approach retirement.

What this assessment helps you to do:

  • Take the complex rules and regulations relating to federal benefits and apply them to your particular situation—your retirement date, your numbers.
  • Identify and manage key decisions to be made now and at the point of applying for federal retirement.
  • Understand the financial impact of retirement-related decisions, and some unintended consequences of certain elections.
  • Decide what role these benefits will ultimately play in your overall retirement and how to maximize each benefit in your favor.

Documents needed:

  • Most current pay stub
  • Thrift Savings Plan statement
  • Social Security statement
 

When it comes to planning and making tough decisions regarding your federal retirement, be certain to find a financial professional who understands the “ins and outs” of the benefits. Finding someone that you trust to help guide you through this process will help you to feel confident that the decisions you make are truly working hard for your family.

 

Kompass Financial Advisors

6500 S. Quebec St., #300
Englewood, CO 80111

PO Box 67
Wauneta, NE 69045

 Toll Free: (888) 770-0004

 (303) 770-7078

  [email protected]