Some retirement advisors are unaware of the benefits of serving federal employees, while others choose not to work in the federal market. By doing so, they are leaving tremendous opportunities untapped. In this article, I explore five myths that too often discourage advisors from working with federal employees.
Welcome to the TRAK Retirement Planning Blog
Helping Advisors prepare their clients for retirement since 1986.
Calculating Federal Deposit and Redeposit Service
One of the purposes of The Retirement Analysis Kit (TRAK) and TRAK-Online software is to reduce the complexity of financial planning – a solution to help advisors with the many complex calculations and illustrations while producing results that clients can easily understand. Nowhere is this more helpful than working with pension plans, which bring their complications.
Take-Aways from the Social Security Trustees’ Report
On June 5th, the Board of Trustees of the Social Security Trust Fund released their annual report. As you may expect, the report does not paint a rosy picture for the future of Social Security. Below are some take-aways from the report.
Retiring Federal Clients May be Eligible for Additional Income
Federal employees working under the FERS retirement system may be eligible for an additional income benefit: the Special Retirement Supplement.
New Budget Proposes Cuts to Federal Retirement Plans
To the plethora of polarizing issues coming out of Washington, why not add federal employee retirement benefits to the mix! It is no secret that federal employees enjoy a job security and retirement package that is unrivaled in the private sector. Some see these...
Retirement Advice for Our Men and Women in Uniform
This year may be a momentous year, financially, for many Americans with possible changes to the tax code, health care, and the financial services industry some of 2017’s many wild cards. For members of our Armed Forces, 2017 brings an additional financial question and...
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