Federal Employee Retirement Planning
Our federal retirement consultants help you prepare with a clearer picture of your benefits. Discuss FERS, TSP, Social Security, and survivor-benefit decisions together.
How we can help
- Organize benefit questions to resolve before retiring.
- Discuss how pension income, Social Security, and TSP withdrawals fit together.
- Review survivor-benefit priorities and questions for your agency benefits office.
Request a free federal retirement review
Bring your questions about FERS, TSP, Social Security, and survivor choices. We will contact you to arrange a time with a consultant.
What to have handy
- Your agency retirement estimate and planned retirement date.
- A recent TSP statement and Social Security estimate.
- Questions about survivor benefits and insurance coverage.
You do not need to upload documents to request a consultation. Keep account numbers and sensitive documents out of the website contact form.
Questions to consider
How do your pension start date, Social Security timing, survivor election, and TSP withdrawals fit together? Confirm personal eligibility and benefit estimates with your agency benefits office.
We start with your circumstances. A calculator or general example cannot determine which product or strategy is appropriate for you.
Explore reliable resources
Read our retirement learning library →
Use our free planning calculators →
OPM retirement information · Official Thrift Savings Plan
Air traffic controllers, law enforcement officers, firefighters and other special-category employees should verify covered-service records and category-specific benefit rules. Select your coverage in our federal calculators → Official agencies and plan documents determine benefit eligibility and rules.
Related services: Retirement income · Federal retirement · TSP education
What happens in your consultation?
Your request is for a free 30-minute consultation. We will confirm the time and assign an available consultant. Share what you want to accomplish, ask questions, and discuss appropriate next steps. Mention your service interest in your request.