Should you leave Federal Service before you’re eligible for full retirement? I know you’re thinking about it. đ
Join me in my new webinar – Watch Now
When should you take Social Security? A fantastic webinar with Stephen Zelcer, fiduciary advisor to federal employees.
Do I need Medicare? – New Webinar Medicare Part B costs thousands of dollars a year. And they threaten you with penalties if you donât take it. You already have FEHB. Do you need both? Wednesday October 19th 11am ET In this webinar I explain: The costs of Medicare When you need to worry about
Do you need an Annuity?:Will you outlive your retirement income and run out of money? Not if you have an annuity! However, not all annuities are created equal, and not everyone needs an annuity. Annuities are insurance products that cost money. And some annuities are irrevocable. But the financial advisors (and the TSP) aggressively peddle these
Webinar: How to create investment income in retirement without killing your portfolio We spent a career squirrelling away money for retirement, expecting our portfolios will be able to carry us thru our golden years. But are our expectations unreasonable? How long will our portfolios last? Is there a certain amount of portfolio income that is
Should you take Medicare? – New Webinar Medicare Part B costs thousands of dollars a year. And they threaten you with penalties if you donât take it. You already have FEHB. Do you need both? My next Webinar â Should you take Medicare? In this webinar I explain: The costs of Medicare When you need to
Join me in my upcoming webinar: âGoals & Inefficiencies – the Core of Financial Planningâ and weâll address the three broad benefits of financial planning:
Live Webinar: Are the New L-Funds any good? Last month the TSP introduced new L funds and made a bunch of changes to the existing L funds. Is that a good thing? Well, let’s just say I’m not thrilled. It’s time to revisit and reevaluate the L funds and see which, if any, are a
Watch Now – SHOULD YOU TAKE MEDICARE? Medicare Part B costs thousands of dollars a year. And they threaten you with penalties if you donât take it. You already have FEHB. Do you need both? Watch my video â Should you take Medicare? In this video I explain: The costs of Medicare When you need to worry
What’s better: Roth or Traditional? Roth versus traditional. Better to pay the taxes now and no tax later, or better to pay no tax now and all the taxes later? This decision is relevant both when employed and also in retirement. In my upcoming webinar we will explore: Who should do Roth and who should
A fiduciary advisor specializing in retirement planning and federal benefits
Stephen Zelcer © 2023 All rights reserved
Made by TB
