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Fill Out This One Page Before You Retire From Federal Service
Before you submit your federal retirement paperwork, you can check whether your retirement income will cover your bills using one sheet of paper and five figures from your own statements.
FedLegacy founder William Smith walks through the exact one-pager his team fills out with federal employees, using real figures from a client who had $1.27 million in traditional TSP and no plan for the tax bill.
The five figures on the worksheet:
Your TSP balance and how much is traditional vs. Roth (only shown on page one of your TSP statement)
Your FERS pension estimate: high-3 × years of service × 1%, or…
The skinny
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