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    Re: ALFAMAN'S retirement story

    My retirement worker is very responsive ...i have no complaints....but have a problem that needs resolution.....

    fegli overcharged me $1000...still trying to figure out how they plan to reimburse...
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    Re: ALFAMAN'S retirement story

    well everything seems to be done on a site now...received this email

    Good afternoon everyone! It’s your counselor for your Retirement. I understand Retirement is a hectic time full of questions...
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    Re: ALFAMAN'S retirement story

    updated link...for filling out retirement application...i have had no direction from HR so i had to find this myself....previous link did not seem to work, so i updated it
    ...
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    Re: ALFAMAN'S retirement story

    I called the hotline yesterday and the agent assured me that i will be sent the application within 2 months of my hard retirement date....she had also heard of the state withholding memo...so i hope...
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    Re: ALFAMAN'S retirement story

    thanks...i will try to make sure my memo is not ignored.....i already changed both my federal and state withholding in case they do ignore my request..federal, married no depend...and single for...
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    Re: ALFAMAN'S retirement story

    well finally got a response...so i guess i will wait for them to send me the retirement application...

    "Congratulations on your decision to retire! The VHA-Retirement Shared Services Office...
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    Re: ALFAMAN'S retirement story

    guys..this is the best video on filling out retirement application i have seen

    https://hraccess.tsa.dhs.gov/hraccess/cbt/healthyretirement/story_html5.html
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    Re: ALFAMAN'S retirement story

    well. i sent in my request to send me my retirement application about a month ago and have not heard a darn thing....so i called them and they said they don't even look at requests until 60 days...
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    Re: ALFAMAN'S retirement story

    i just found out that in order to have my california income tax withheld from my pension, i need to send in a "memo" on with my package directing how much i want withheld...never knew this and when i...
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    Re: ALFAMAN'S retirement story

    I just talked to the head of HR at my facility and she stated everything...and she stressed everything is handled now online...and this has nothing to do with the virus according to her...we will...
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    Re: ALFAMAN'S retirement story

    am only going to keep basic and option A...option B too expensive and i cancelled it....only a couple years to 65 so i will keep the insurance until it becomes free
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    Re: ALFAMAN'S retirement story

    Here is the link I used for eopf file, but you may have to go thru you facility to get the appropriate link:
    Agency: https://eopf.opm.gov/va/

    Also some videos on submitting a “healthy” federal...
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    ALFAMAN'S retirement story

    Well looks like I’m finally going to retire 12/31/2020 at age of 63 and 10 months, so I thought I would start a thread….suggestions and comments welcomed.

    Thanks to all on this site who have...
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    Re: longing to retire

    just want to give a quick update...life got in the way and was not able to retire.the good news is i was able to dodge the market drop and tsp has grown about 1.46 million...just lucky on my part.......
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    Re: phased retirement

    "The great news is that the option is even better. With the Modernization Act, TSP participants can do an infinite number of in-service withdrawals when they turn 59 1/2. This means they can...
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    Re: phased retirement

    thanks mrbill...thanks for taking the time...very helpful to me...working my numbers now..phased retirement may not work out the way i thought

    i will have to take a look at the new rules for...
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    phased retirement

    was just offered phased retirement...have 32 years in fers...would amount to about 2/3 of my usual take home pay (half salary and half pension) for working half time..20 hrs per wk...can anyone see...
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    Re: Planning for Retirement

    correct....but plan to use the roths in about 10 years....if at all....easier to leave to heirs if i don't use it...can also be used strategically along with a traditional tsp or ira to lower your...
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    Re: Planning for Retirement

    kinda like the page..when you scroll down the popup chat seems to move out of the way...page had everything i needed, not too fancy and straight to the point...
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    Re: Planning for Retirement

    do not be so sure.....i will be in a higher tax bracket at 70 since that's what the RMDs start and so does my social security....so at this point i am putting more in my roth tsp than my...
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    Re: Planning for Retirement

    Well, i'm moving forward with my retirement...although i ran the numbers, i was concerned that my wife would not have enough when i die.......i went with a service: tspmasters, ...
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    Re: Planning for Retirement

    did not know there were restrictions...assumed there were none since i thought you can transfer the roth part of the tsp to an outside ira..i will have to educate myself on extracting large...
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    Re: Planning for Retirement

    the calculator on https://fersguide.com/ was the best i came across...no affiliation....15 per year membership well worth it in my opinion
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    Re: Planning for Retirement

    in regard to social security...my wife plans to take her lower spousal benefit at 62...i will take mine at 70
    She can draw her spouse benefit at age 62 (and I will be age 72) which will be 32.5% of...
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    Re: Planning for Retirement

    what a great thread..thanks for starting it...very timely for me....here's something i came across, might be helpful if your spouse is 10 years or younger....TSP has a higher RMD than a regular...
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