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Federal Employees

Federal Employee Retirement

Our expertise at your fingertips

At Thompson Wealth Management, we know retirement planning can feel daunting and even more so for federal employees. We specialize in helping you maximize and take full advantage of your benefits, as well as help you avoid potentially devastating mistakes or elections that could cost you thousands of dollars over the course of your retirement.

Our President & CEO, Neal Thompson, has helped hundreds of federal employees plan and prepare for the retirement lifestyle they have worked so hard to achieve. Neal’s expertise in both FERS and CSRS benefits has allowed him to put on retirement planning workshops for federal employees at numerous government agencies and departments.

For more information on federal employee retirement, please visit our site federalretirementservices.com.

neal-thompson

Questions we will help you answer:

  • What retirement system am I under?
  • What day should I retire?
  • Should I make deposits or re-deposits?
  • Do I need to choose a survivor at retirement?
  • When should I begin taking Social Security benefits?
  • What withdrawal option should I plan to take at retirement?
  • What retirement system am I under?
  • What day should I retire?
  • Should I make deposits or re-deposits?
  • Do I need to choose a survivor at retirement?
  • When should I begin taking Social Security benefits?
  • What withdrawal option should I plan to take at retirement?

Field of Specialties

CSRS/CSRS offset sections

FERS and CSRS transferees

Federal Employee Group Life Insurance (FEGLI)

Thrift Savings Plan (a 401k-type plan)

Options regarding mandatory retirement

Calculation of part-time service

TSP investment options

Special Provisions CSRS/FERS (law enforcement, fire fighters, air traffic controllers, reservists)

Social Security impact on benefits

Health insurance (FEHB)

OPM Long Term Care

Windfall Elimination Provision

Taxes on Federal benefits

Forms used at retirement

Calculating your annuity benefit payments

Military credible services

Helpful Links

PLEASE NOTE: The information being provided is strictly as a courtesy. When you access this link you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no representation as to the completeness or accuracy of information provided at this website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.

Start Planning Your Future

We are your trusted Arizona financial planner for private investment, financial advocacy, retirement planning, & more.

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Voted #1 Ranking Arizona

Investment Brokers

2013

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Voted #2 Ranking Arizona

Independent Investment Advisors

2014

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Voted #1 Ranking Arizona

Independent Investment Advisors

2015

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Voted #3 Ranking Arizona

Independent Investment Advisors

2016

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Voted #6 Ranking Arizona

Independent Investment Advisors

2017

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Voted #4 Ranking Arizona

Independent Investment Advisors

2018

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