As you begin to approach retirement, it can be difficult to navigate the steps towards this massive change while keeping your federal employee health insurance intact. However, it’s actually not too difficult, and if you follow the five-year-rule, you can retire without stress.
FEDLIFE ep.63: Retiring with Benefits for Your and Your Spouse
As you begin to approach retirement, it can be difficult to navigate the steps towards this massive change while keeping your federal employee health insurance intact. However, it’s actually not too difficult, and if you follow the five-year-rule, you can retire without stress.
In this episode, Dan Sipe and Ed Zurndorfer discuss everything you need to know if you are considering retiring by the final day of this year, and how to ensure that you will be getting the most out of your retirement from federal service without paying premiums on health insurance.
Dan and Ed discuss:
- How valuable federal employees health insurance can be in retirement
- The two requirements to keep your insurance and avoid paying premiums after you retire
- The difference between an immediate and a deferred annuity
- How to ensure your spouse will still have health insurance after you pass
- Why the five year rule is so important to keep your insurance after retirement
- And more
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“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: http://raymondjames.com/smicd.htm.
