About this episode

This episode discusses key considerations for federal employees approaching retirement within the next five years.

1. High-3 & step increases — a step increase only lifts your High-3 for the time you're actually in it (stay ~3 years for full credit) 2. TSP allocation — does it match your goals? Start taking risk off the table ~3 years out if you'll need the money for income 3. Buy back your military / pre-1989 temp time — file SF-3108 now; it takes 6–9 months and must be done before you retire 4. TSP catch-up & the age 60–63 super catch-up — are you on pace to max it before year-end? 5. The surviv...

People in this episode

Host: Charles Dzama

Topics covered

• Federal Retirement
• TSP Allocation
• Military Buy Back
• Retirement Planning
• Financial Goals

Keywords

• High-3
• TSP
• retirement
• military buy back
• financial planning

Mentioned in this episode

Organizations: TSP, SF-3108

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