Federal retirement expert, Chris Kowalik, shares how federal employees can get started in the often overwhelming process of planning for retirement. What you will learn: Practical steps to get started in your financial planning -- and attain your goals Tips on how to tackle both the math of financial planning and master the necessary mindset for success What you … [Read more...] about The Financial Planning Pep Talk for Federal Employees
FedImpact: Candid Insights for Your Federal Retirement
Chris Kowalik is a nationally recognized federal employee retirement benefits expert, and a frequent speaker and trainer for federal employee organizations and financial service firms throughout the country.
As the developer of the Federal Retirement Impact Workshop, Chris has analyzed the challenging retirement scenarios for thousands of federal and postal employees – helping them to avoid costly mistakes, and highlighting opportunities for them to gain greater financial security in their retirement years.
Federal retirement expert, Chris Kowalik, discusses how federal employees can leverage the Roth TSP to create tax-free income for themselves in retirement. What you will learn: The basics of Roth-styled accounts and what the ultimate objective is 7 critical considerations before getting started with the Roth TSP How the Roth TSP works while an employee is still … [Read more...] about How to Leverage the Roth Thrift Savings Plan
Federal retirement expert, Chris Kowalik, shares her candid insights on how federal employees who are Law Enforcement, Firefighters, and Air Traffic Controller are affected by different rules in several of their benefits. What you will learn: Basic differences between Special Provision and regular employees Retirement eligibility rules for Special Provision … [Read more...] about Retirement Benefits for Special Provision Employees (Law Enforcement Officers, Firefighters & Air Traffic Controllers)
Federal retirement expert, Chris Kowalik, shares how a federal employee who has military service may benefit from making a deposit to get credit under the CSRS or FERS programs. What you will learn: The type of military service that can be credited under CSRS/FERS How the deposit is calculated (this is what it costs you) What value does military service bring to … [Read more...] about How Making a Military Service Deposit Affects Your Federal Pension
Federal retirement expert, Chris Kowalik, shares her candid insights on how the CSRS Offset program works, and what employees under this program can expect once they retire from federal service. What you will learn: Definition of who is considered a CSRS Offset employee, and how this program came to be. Learn how the CSRS pension is calculated differently for CSRS … [Read more...] about How CSRS Offset Employees’ Pensions and Social Security Benefits Are Impacted