@americanbenefitsexchange
In this essential episode for federal employees, Val dives deep into the biggest retirement planning mistakes and questions he gets asked frequently. sees time From misunderstood TSP strategies to healthcare confusion, this episode is packed with actionable advice to help you make smarter decisions for your financial future.
Val tackles questions like:
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Should I take a TSP loan or hardship withdrawal to pay off credit card debt?
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How do FEHB and Medicare work togetherโwhile you're still employed and after retirement?
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How can I withdraw from my TSP in retirement without triggering a major tax bill?
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What are Valโs thoughts on using the TSP Roth or converting traditional funds to Roth?
Whether you're five years from retirement or just starting to think about your financial plan, Val breaks it all down with clarity, and experience.
๐ Visit https://federalretirementshow.com/podcasts/ for full episodes and be sure to subscribe to the Federal Retirement Show YouTube channel!
Have questions about retirement planning or other financial topics? Connect with Val and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge.
If you found this video helpful, donโt forget to give it a thumbs up ๐ and subscribe to our channel! Hit that notification bell ๐ so you never miss an update! Got any questions or thoughts? Drop a comment below โ weโd love to hear from you!
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Show Links:
Website: https://federalretirementshow.com/
Apple: https://shorturl.at/H5lBM
Spotify: https://shorturl.at/mlKKE
Amazon Music: https://shorturl.at/KPW7G
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4:20 โ Biggest mistakes federal employees make when planning for retirement
8:25 โ Should federal employees take a TSP load or hardship withdrawal to pay off credit card debt?
13:00 โ How does FEHB and Medicare co-exist while working and while retired?
14:20 โ How do federal employees funds from TSP without being taxed?
17:35 โ Thoughts on TSP Roth or converting funds to Roth
#federalemployees #retirementplanning #TSP #Roth #federalretirement #podcast
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Subscribe to our YouTube Page: www.youtube.com/@americanbenefitsexchange
Connect with Val:
American Benefits Exchange --- thinkabx.com
Federal Retirement Show --- federalretirementshow.com/podcasts
LinkedIn --- https://www.linkedin.com/company/american-benefits-exchange/
Phone --- (512) 582-6050
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About American Benefits Exchange:
American Benefits Exchange focuses on providing solid financial solutions to Federal, postal, and state employees as well as members of the United States Armed Forces and small businesses. American Benefits Exchange brings years of experience and knowledge to support these niche markets.
American Benefits Exchange, along with its provider companies, truly understands the needs of civil service employees. A portfolio of products is available to address important financial issues such as planning for retirement, FEGLI Option B replacement, Thrift Savings Plan Rollovers, and Pension Maximization.
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The Federal Retirement Show - Hosted by Val Majewski
As Vice President of Sales and Marketing at American Benefits Exchange, LLC, Val Majewski specializes in educating and training federal employees on their benefits and retirement information. In his 10 years working exclusively with federal employees, his goal has been to make sure that each individual and family is in the best possible position moving forward. Prior to joining the team at American Benefits Exchange, Majewski played 11 seasons as a professional baseball player, reaching the Major League level with the Baltimore Orioles in 2004. He also played in the Houston Astros, Los Angeles Angels of Anaheim, Oakland Athletics and Texas Rangers organizations.
(512) 582-6050
E-mail: vmajewski@thinkabx.com
#TSP #RetirementPlanning #FinancialTips #Investing #ThriftSavingsPlan #PersonalFinance
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