What you’ll learn
Retirement is in sight. This track focuses on the decisions that happen in the final stretch: the Special Retirement Supplement that bridges you to age 62, choosing a retirement date, claiming Social Security, drawing down the TSP, and stress-testing the whole plan before you commit.
Lessons
9 lessons · 2 available- 01The Special Retirement Supplement (SRS)The bridge payment that approximates Social Security from retirement until age 62, and who qualifies.
- 02The SRS earnings testHow wages earned after retirement can reduce or eliminate your supplement before age 62.
- 03Timing your retirement dateHow end-of-month and leave-year rules affect your first annuity check and final leave payout.Soon
- 04Lump-sum annual leave payout: what to expectHow your final annual-leave balance converts to a one-time payment at your separating pay rate.Soon
- 05Final survivor benefit decisionLocking in your survivor election at retirement and what it costs over the life of the annuity.Soon
- 06Social Security claiming alongside your FERS annuityHow claiming age changes your benefit and how it interacts with the SRS and your pension.Soon
- 07TSP withdrawal strategies and the 4% ruleCommon approaches to drawing income from your TSP without running out of money.Soon
- 08Sequence-of-returns risk and why Monte Carlo mattersWhy the order of market returns early in retirement can make or break a plan.Soon
- 09Your retirement-readiness checklistA final pass across income, savings, debt, and timing before you submit your paperwork.Soon
Lessons are on the way
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