No cost consult for Fed/Public retirement benefits and Medicaid ( Medi-Cal) results from Financial-end planning by Joseph.
(833) FERSNOW (833 337-7669)

In the last 12 months, have you gotten your FERS/CSRS annuity payout expected amount calculated for you based on your intended retire date?
Do you know what the snapshot means for your any future need to protect your assets from Medicaid ( Medi-cal) spenddown?
Do you know how your contributions to TSP only match to non-TAX free outcomes?
Do you know how to maximize your social security income and whether or not you will get a FERS supplement income?
Do you know why there are better months to retire on and dates?
Do you have all of your beneficiaries updated for FERS, TSP, and FEGLI?
Did you know that you can get all of your contributions to FERS (pension) back if you separate service?
Did you know your unused Sick Time, doesn’t “roll into your pension” and there is a fractional calculation involved?
Did you know that when you don’t choose at least 1 survivor annuity benefit when you separate service in FERS in retirement that when you pass away that your spouse cannot access any health coverage from the Federal government?
Do you want help to know how the court is tied into your FERS pension with a QDRO order from an Ex Spouse? How to calculate it in advance? And about your TSP with this?
Did you know that Medicaid ( Medi-Cal) has rules that you can use and apply for your own asset AND INCOME protection in the same vain you should take the allowed deductions on your income tax?
If you are on Medicaid ( Medi-cal) in your elder years and you are not able to pay the nursing home or approved co pay on assisted living you can be evicted and will be if you don't pay, did you know that?

Questions & Contact

Have a question about your retirement benefits? Ask your question using the following form.

Phone
(833) 337-7669

Hours of Operation
Monday - Saturday, 9:00 a.m. - 6:00 p.m.

Service Area
In CA: Santa Clara, Riverside, San Diego, and Imperial Counties. As well as SD, KY, FL, IN, TX, NJ, AL, WI, AZ, OH, CO

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