Retirement Planning

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Benefit Resources Available

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Free Retirement Planning Services

  • NAFEB has partnered with Retirement Benefit Specialists to provide retirement planning assistance at no charge.
  • Specialists will help answer key questions, including:
    • What will my monthly income be at retirement?
    • Will my income continue for the rest of my life?
    • What factors influence my retirement?
    • What actions can I take now to maximize my retirement benefits?
A professional advisor explaining disability for federal employees.

Tailored Support

  • Navigating retirement packages can be complex; decisions made now impact future benefits.
  • Support is customized to your employee retirement system, which may include:
    • 401K
    • TSP (Thrift Savings Plan)
    • Pension
    • Social Security
    • Health Insurance
    • Medicare
    • Survivor Benefits
  • Trained Retirement Benefit Specialists are available for one-on-one consultations to address specific needs and situations.

Available Retirement Planning Services

  •  Calculating Retirement Date
  •  Calculating Your Pension
  •  Paperwork Assistance
  • Retirement Goal Setting
  •  Exploring Pre- and Post- Retirement Options
  •  Creating a Budget for Your Career Stage
  • TSP and 401(k) Strategies
  • Matching Your IRA Options to Your Goals
  • Survivor Annuity Options
  • Pension Max
  • Social Security Strategies