Micah Shilanski & Tammy Flanagan

Plan Your Federal Retirement Podcast

Business EN ↓ 463 episodes

Financial Planner and benefits professional discuss the intricacies ofthe Federal Employee Retirement System. This real world experience allows these benefits professionals to address questions they are most frequently asked by Feds as well as Human Resource departments on how benefits work. Investment advisory services offered through CWM, LLC, anSEC Registered Investment Advisor. 431 W 7th Ave Ste100 Anchorage, AK 99501 (907) 278-1350

Author

Micah Shilanski & Tammy Flanagan

Episodes

Ep #71: Secure Act 2.0 with Steven Jarvis 27.02.2023 29:16

Changes are happening, and questions have been raised! That is why we have a special guest in today's episode - Steven Jarvis, CPA. Micah and Steven will answer the most common question out there these days and clear out all of your confusion. Join us and find out what is the Secure Act 2.0, and why does it matter? http://bit.ly/41j402z

FERS Federal Fact Check - Planning to Retire with COLA Adjustments 22.02.2023 7:13

If there's a big Fers retirement Cola increase coming, when is the best time to retire to make sure you get the increase? http://bit.ly/3YQFQu0

Follow Up Friday - Social Security Strategies 17.02.2023 6:46

Learn the options for social security benefits if you or your spouse passes away. You can find more information by clicking here: https://bit.ly/38ryYM7

Ep #70: Changes in Planning Over The Years, Social Security 13.02.2023 27:17

The benefits in retirement that Federal Employees have are based on three things: Pension Social Security TSP To avoid misconceptions about one of the most essential things in your retirement planning - Social Security - we have Floyd Shilanski and his years of experience. Find out the different strategies you can use and learn when you can vs. when you "should" apply for your social security. Lis...

FERS Federal Fact Check - Choosing between Deferred Retirement and Postponed Retirement 08.02.2023 8:23

Do you know the difference between a Postponed retirement and a deferred retirement? Here's what you should know BEFORE you retire. http://bit.ly/3JXQCuD

Follow Up Friday - Sick and Annual Leave at Retirement 03.02.2023 13:02

Learn how your sick leave is used to calculate your retirement benefit and what happens to your annual leave when you retire. You can find more information by clicking here: https://bit.ly/3ir9nbP

Ep #69: Sick Leave for Retirement 30.01.2023 22:06

It is crucial to be hyper-intentional when it comes to your retirement! How big of a change can make your sick leave? And how important is this subject in choosing the best day for your retirement? In this episode, we detail some tweaks you can make to your retirement plan to get all the benefits you earned. Do you know how sick leave can affect your retirement calculations? Join Christian and Mi...

FERS Federal Fact Check - Retirement Eligibility: Can I Afford To Retire? 25.01.2023 14:01

When you're eligible to retire and how the benefit is calculated under the FERS retirement system. https://bit.ly/39pUPac

Supplement and Social Security Income Earnings 20.01.2023 6:45

You can find more information by clicking here: https://bit.ly/2Zgjhmv

Ep #68: Social Security Increase and Cash Flow 16.01.2023 26:55

Whether you are 30, 50, or 70, a subject that has a hold on you is how to improve your financial situation. How much are you saving, and how can you save more? How can you organize your income better? It is crucial to ensure you are not just following the old rules - you need to know the significant changes in the tax code regarding IRAs and inheriting IRAs. But don't worry. We've got you covered!...

FERS Federal Fact Check - Survivors Benefit and Social Security 11.01.2023 7:42

Learn what you need to know about survivor benefits for your spouse. https://bit.ly/3rb1FFk

FERS Federal Fact Check - Should I buy back 20 years of military time? 04.01.2023 12:21

Find out if you should buy back 20 years of military time. http://bit.ly/3i71H0E

Follow Up Friday - Changing the Distribution of your TSP 30.12.2022 10:36

How to use a Thrift Savings Plan (TSP) in retirement. https://bit.ly/3dPVTGu

What To Do If You Erroneously Select TSP Annuity 26.12.2022 5:27

What happens if you make the wrong selection. http://bit.ly/3VnPL8k

FERS Federal Fact Check - What To Do with Sick Leave 21.12.2022 8:21

Learn what happens with unused sick leave when you retire. https://bit.ly/3GgDImx

Follow Up Friday - How to plan what source to withdraw from 16.12.2022 9:51

Key questions to ask yourself when deciding where to withdraw from during retirement. https://bit.ly/3NrwW05

Which is Better: December or January Retirement? 12.12.2022 7:19

Clarifying the best time to retire. https://bit.ly/35ZXfKK

FERS Federal Fact Check - Buying Back Military Time Working as a Civilian 30.11.2022 6:02

What to know about buying back military time. http://bit.ly/3OGO18C

Follow Up Friday - Annual Max Contribution to Your TSP 25.11.2022 9:01

Answering listener questions about the TSP. http://bit.ly/3i5Ukq6

How Can I Convert Some of My TSP Dollars Into My ROTH? 21.11.2022 8:33

What to know about converting TSP dollars. http://bit.ly/3tKsS3M

FERS Federal Fact Check - Using Years of Service to Calculate Your Pension 16.11.2022 6:42

A common mistake that happens when federal employees are calculating their pensions. http://bit.ly/3EyRjY8

Follow Up Friday - Spending Money in Retirement 11.11.2022 6:14

What to know about ROTH accounts, contribution limits, and more. https://bit.ly/3yJ8N0Y

Ep #64: Spending Money in Retirement 07.11.2022 6:25

Christian Sakamoto joins the show again today to discuss cash flow and the money you spend in retirement. This is often a topic that isn't addressed properly, and budgeting typically puts a bad taste in people's mouths, but in this episode, you will hear why some of the greatest advisors actually get down to the nitty gritty budgeting details with their clients when it comes to retirement. Listen...

FERS Federal Fact Check - Checking Beneficiary Designations 02.11.2022 7:51

How often to review your beneficiaries and estate planning. https://bit.ly/3DPcBQA

Follow Up Friday - Where Does My Retirement Income Come From? 28.10.2022 6:30

What to know about the source of your income after you retire. https://bit.ly/3gKuhDT