Скачать или смотреть The Fed15 Podcast: Millennial Federal Retirement Strategies & the Possible Return of Schedule F

Dan and Katelyn share essential retirement planning tips for millennials, emphasizing the importance of starting early. They also tackle the potential return of Schedule F, addressing the anxiety it may be causing for federal employees, and provide practical guidance and best practices to navigate the situation with confidence.

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Katelyn presents an essential guide to federal retirement for millennial employees, emphasizing the importance of early planning. She begins by addressing the financial challenges millennials face and how these hurdles can impact retirement strategies. Katelyn explores various retirement options, focusing particularly on the Federal Employees Retirement System (FERS) and its key advantages. She also delves into effective strategies for leveraging the Thrift Savings Plan (TSP) and maximizing benefits to ensure a financially secure and successful retirement.

Dan discusses the return of Schedule F, covering its origins and intended purpose. He explores the likelihood of the incoming administration reinstating it and the potential impacts if successful. Dan offers guidance for federal employees, stressing the importance of asking questions, staying informed through reliable news sources, and understanding where they stand in the retirement process. He also shares best practices to navigate the situation effectively.

**DISCLAIMER – THIS IS NOT FINANCIAL ADVICE**
The Fed15 podcast is presented by Serving Those Who Serve, a financial planning practice serving federal government employees and retirees all over the country.

This podcast is presented for information and entertainment only and is not intended to be taken as financial advice. All listeners should consult their personal advisors before taking any action. The opinions expressed therein are not the opinions of Raymond James or Serving Those Who Serve.
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Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. There is no assurance any of the trends mentioned will continue or forecasts will occur. Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.