Serving Those Who Serve Logo

The Fed15 Podcast: Maximizing your FERS Annuity + Pay Raise Update

09/17/2024

Katelyn and Chelsea explore strategies to maximize your FERS annuity, offering practical tips and insights. They also provide an update on potential pay raises, including current news and relevant legislation affecting these changes.


Check Out Our Next FERS Webinar for Federal Employees –

REGISTER HERE


The Fed15 Podcast: Maximizing your FERS Annuity + Pay Raise Update

Chelsea offers a comprehensive guide to maximizing your FERS annuity. She starts by explaining the formula used to calculate your annuity, providing an understanding of the basics. Then, she explores four effective strategies for optimizing your benefits, detailing the advantages of each and highlighting critical considerations. Chelsea wraps up by stressing the importance of making informed choices and advises federal employees on the best ways to seek additional guidance.

Katelyn updates on the potential pay raise, addressing rumors of a 7.4% increase and explaining why it might be lower. She outlines the positive and negative aspects, delves into recent CPI data and inflation, and explains how these increases are implemented. Katelyn covers necessary legislation, the risk of a government shutdown, and its impact on the spending bill. She also touches on the Save Act and offers federal employees advice on best practices in the event of a shutdown.

Like and Subscribe on YouTube at YouTube.com/FedLife

“Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.  Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lee, Sipe & Associates, Inc. is not a registered broker/dealer and is independent of Raymond James.  Content represents the opinions of the speaker and not necessarily those of Raymond James.  Important Disclosure Information:  https://raymondjames.com/smicd.htm 

Podcast for Federal Employees: COLAs for CSRS and FERS

PODCASTS

FEDLIFE Podcast

The FedLife Podcast is your in-depth, biweekly deep dive into the world of federal benefits and retirement planning. Hosted by federal benefits expert Ed Zurndorfer and Dan Sipe of Serving Those Who Serve, each 30-minute episode unpacks the complexities of FERS and CSRS retirement, FEHB and Medicare, survivor benefits, tax planning, and more. Designed for federal employees and retirees who want more than just the basics, FedLife goes beyond the headlines to explore the rules, nuances, and strategies that can make a meaningful difference in your retirement. Remember: it’s your Fed life, make it a great one.

 

Image28

FED15 Podcast

The Fed15 Podcast is your weekly 15(ish)-minute briefing on federal benefits and financial planning, built specifically for federal employees and retirees. Hosted by Dan Sipe and Katelyn Murray of Serving Those Who Serve, each episode delivers clear, actionable guidance on topics like FERS and CSRS retirement, TSP strategies, FEHB, survivor benefits, tax planning, and more! Whether you’re five years from retirement or already there, The Fed15 helps you cut through the noise, avoid costly mistakes, and make confident decisions about your federal benefits.

 

Image29

GET MORE FROM YOUR
BENEFITS PACKAGE

SCHEDULE AN INITIAL CONSULTATION TODAY!