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 #55: How Can I Convert Some of My TSP Dollars into My ROTH? 04.07.2022 8:33

What to know about changing your contributions and whether you can convert your TSP dollars into your ROTH. You can find all show notes for this episode at: https://plan-your-federal-retirement.com/55

FERS Federal Fact Check - How to Plan What Source to Withdraw From 29.06.2022 9:11

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

FERS Postponed Retirement – Costly Mistakes 24.06.2022 8:31

When you get the wrong advice about your FERS retirement. https://bit.ly/3NjHaQg

Ep #54: Bad Advice 20.06.2022 34:00

Micah and Tammy have been seeing lots of mistakes and missteps happening lately, with more people reaching out to see whether they were wrong or right—and often having to find ways to fix the things that weren't right. So in today's episode, they're jumping in to address a few of the situations they have been dealing with and share insight into how you can avoid mistakes and bad advice. You can fi...

FERS Federal Fact Check - FEHB for Spouse Retiring First 15.06.2022 6:03

The requirements you have to meet as a federal employee to keep health insurance into retirement—and how it works for spouses. https://bit.ly/39khncx

Follow Up Friday - To Buy or Not To Buy Your Military Time Back 10.06.2022 6:43

Answering your questions about military buy back. https://bit.ly/3xqpdJV

Ep #53: To Buy or Not To Buy Your Military Time Back 06.06.2022 22:52

The question of whether to buy back military time is something that affects a lot of people. This episode features Christian Sakamoto, a great advisor from our office who has valuable insight to share on this topic. Today, he and Micah discuss the key areas that you need to be aware of to decide whether buying back your time makes sense for you. You can find all show notes for this episode at: ht...

FERS Federal Fact Check - ROTH IRA Contribution or Conversion? 01.06.2022 5:26

Whether you should be contributing to the ROTH TSP account. https://bit.ly/3lOOW99

Follow Up Friday - Should You Collect Unemployment Before Your FERS Pension Check Arrives? 27.05.2022 4:31

Planning for delays with your first retirement check. https://bit.ly/3vWWjj3

Ep #52: How Much Do You Want to Spend in Retirement? 23.05.2022 19:11

How do you achieve retirement dreams and get an income that you can't outlive in retirement? Micah is flying solo in today's podcast to answer this indirect question that he gets when meeting with clients. He discusses how to decide what you want to spend in retirement and shares the tools he uses to help people plan for that. You can find all show notes for this episode at: https://plan-your-fed...

FERS Federal Fact Check - Find Out How Much I Will Receive? 18.05.2022 15:36

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

Follow Up Friday - Complications with FEHB Coverage in Retirement 13.05.2022 6:22

Learn the requirements you have to meet in order to keep FEHB into retirement as a federal employee. You can find more information by clicking here: https://bit.ly/3sMtXVM

Ep #51: Before You Cancel FEGLI 09.05.2022 5:41

What you should consider before canceling FEGLI. https://bit.ly/3vBsHJB

FERS Federal Fact Check - TSP Beneficiary is a Trust 04.05.2022 14:29

What to know when deciding who to designate as your TSP beneficiary. https://bit.ly/3ONyjYP

Follow Up Friday - The Benefits Of Maximizing Your Contributions To The HSA 29.04.2022 12:53

What you need to know about HSAs. You can find more information by clicking here: https://bit.ly/3MqATSw

Ep #50: Can You Deduct Your FEHB Premiums In Retirement? 25.04.2022 9:22

Learn whether the FEHB premiums in retirement are deductible. https://bit.ly/3n3R8M9

FERS Federal Fact Check - If I Erroneously Select TSP Annuity 20.04.2022 4:43

What happens if you make the wrong selection. https://bit.ly/37sEktc

Follow Up Friday - Preparing for Retirement Under FERS 15.04.2022 4:21

How your pension will be taxed in retirement as a Federal Employee. You can find more information by clicking here: https://bit.ly/3f2jgcM

Ep #49: Withdrawing from Your TSP 11.04.2022 7:44

Learn what you need to know about taking money from your TSP, how it could impact your taxes, and more. https://bit.ly/3waFnnU

FERS Federal Fact Check - TSP Roth IRA $10,000 Question about Like Kind Direct Transfer 06.04.2022 7:20

What to know about tax planning for FERS employees. https://bit.ly/3JbZSab

Follow Up Friday - Leaving Federal Service for Private-Sector 01.04.2022 12:20

Learn what to consider before deciding to leave federal service. https://bit.ly/2WljQMX

Ep #48: Contributing To Spousal IRAs 28.03.2022 4:39

Learn whether you can contribute to a spousal TSP account with your income. https://bit.ly/3xy6Xfx

FERS Federal Fact Check - When And How Should I Retire? 23.03.2022 12:58

Answering your questions about combining a career in military service with a career in federal civilian employment. https://bit.ly/3IuBbpn

Follow Up Friday - Myths about CPA's and Tax Preparation 18.03.2022 10:00

Answering your tax questions. https://bit.ly/3KAhs90

Ep #47: Myths about CPA's and Tax Preparation 14.03.2022 34:13

In this episode, Micah is joined by a special guest who will shed light on some myths and misconceptions that you may be dealing with while doing your taxes this year. Steven Jarvis is a CPA and the cohost of the Retirement Tax Podcast , and he's just who we need on the show this time of year to share his insight and help you more easily navigate tax season. You can find all show notes for this ep...