Federal Employees Retirement & Benefits Podcast by CD Financial

“FERS Phased Retirement: How & Why?“ 50/50 20% Mentoring - ease into retirement | Knowledge Transfer

Charles Dzama Season 2 Episode 19

This podcast was originally a YouTube video, you can watch that video here: https://youtu.be/foci4Gf0LRY

Remember, retirement is a new chapter in your life, and it's up to you to write its story. Follow our Medium Blog and schedule a consultation with Charles to tailor a plan that suits your unique financial goals:  https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call

Chapters:
0:09 Introduction to FERS Phased Retirement - Overview of what FERS phased retirement is and who it's for.
0:28 Who Should Consider Phased Retirement? - Discussing the ideal candidates for phased retirement and why it might be beneficial.
0:46 Key Benefits of Phased Retirement - Exploring the dual benefits of continuing to work part-time and receiving partial pension payments.
1:10 How Phased Retirement Works - Detailed explanation of the work arrangement, including hours and responsibilities.
1:29 Pension Calculation Explained - Breakdown of how pensions are calculated and paid out During the phased retirement period.
1:50 Earnings and Contributions During Phased Retirement - Understanding the financial implications, including salary and TSP contributions.
2:00 Service Credit Accrual - How full credit for service years is accrued, even when working part-time.
2:27 Preparing for Full Retirement - The emotional and mental benefits of transitioning slowly into retirement.
2:50 Impact on Team and Succession Planning - The role of mentoring and knowledge transfer in organizational continuity.
3:11 Conclusion and encouragement for eligible viewers to consider phased retirement.

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https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call

#RetirementPlanning #TSP #401K #FinancialAdvice #InvestmentStrategy #FERS #PhasedRetirement

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