Retirement Planning 5-10 Years Out

Start Date/Time: 
Wednesday, January 29, 2020 - 12:00
End Date/Time: 
Wednesday, January 29, 2020 - 13:00
Description: 

THIS EVENT IS NOW FULL

AFSA is pleased to present the latest installment of our Federal Benefits Speakers Series at 12:00 pm on Wednesday, January 29 at AFSA Headquarters, 2101 E Street NW. This annual presentation, led by former Director of the Department of State’s Office of Retirement and AFSA Retiree Vice President John Naland, will summarize steps that mid- and late-career employees should take to best position themselves for life after the Foreign Service. Attendees will receive two comprehensive checklists that bring order to a complex and sometimes daunting process.

Topics will include:

  • Understanding Your Pension, aka Annuity
  • FSPS Annuity Supplement
  • Social Security: When to Start
  • TSP: Stocks vs Bonds
  • Health Insurance and Life Insurance after Retirement
  • Survivor Benefit Options
  • Long-Term Care Insurance
  • Divorce and FS Retirement Benefits
  • Credit for Prior Civilian or Military Service
  • Beneficiary Designations
  • Savvy Financial Moves During Your Last Year
  • Federal Re-employment after Retirement
  • Prognosis on Future Retirement Benefits
  • Retirement Planning Resources

We look forward to seeing you at this informative session.

Please also note that AFSA will record this presentation so that those who cannot attend can benefit from it. The recording typically is available within two weeks of the presentation, and AFSA includes a link to it in our Daily Media Digest when it is ready