Ed dives into the five questions federal employees should consider when seeking enrollment outside insurance.
FEDLIFE Podcast (Ep. 83): The Ins and Outs of Pension Maximization
Pension maximization allows federal employees to forgo their own survivor annuity to receive a larger pension. However, there are risks associated with this strategy. In this episode, Ed Zurndorfer and Dan Sipe unpack the advantages and disadvantages of pension maximization while outlining the three tests you need to pass to retire comfortably. Also, Ed dives into the five questions federal employees should consider when seeking enrollment outside insurance.
Dan & Ed discuss:
- The risk associated with pension maximization
- How to get the most out of your pension maximization
- The importance of purchasing enough life insurance to cover future expenses
- And more!
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