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The Federal Employee's Guide to FERS Retirement

Everything you need to know about your pension, TSP, FEHB, FEGLI, and survivor benefits — in plain English.

No spam. Just your guide and occasional retirement insights.

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PlanWell Financial Planning

The Federal Employee's Guide to FERS Retirement

  • FERS Pension Formula
  • TSP Strategies
  • FEHB & Medicare
  • FEGLI & Survivor Benefits
  • Social Security Coordination

By David Fei, CFP® & Brennan Rhule, CFP®

What's Inside

Four Chapters. Everything That Matters.

Most guides recycle the same surface-level information. This one goes deeper — with worked examples, real numbers, and decisions you'll actually face.

FERS Pension Formula

How your high-3, years of service, and retirement age determine your annuity. Includes worked examples so you can calculate your own number before you ever call HR.

TSP Strategies

Traditional vs Roth, fund allocation by age, withdrawal sequencing to minimize taxes. The decisions you make here can be worth hundreds of thousands of dollars over retirement.

FEHB & Medicare

When to add Part B, what FEHB covers in retirement, the 5-year enrollment rule. Most federal employees get this wrong — this chapter walks through exactly what to do and when.

FEGLI & Survivor Benefits

Which life insurance options to keep or drop, and what the survivor benefit election really costs. The survivor benefit math surprises most couples — read this before you sign anything.

Who This Is For

No Sales Pitch. Just Answers.

This guide is for federal employees who want to understand their benefits without sitting through a sales pitch.

  • GS employees 5 to 15 years from retirement who want a head start on the math
  • Law enforcement officers, firefighters, and ATC employees navigating special provisions
  • Anyone who has stared at their benefits statement and felt genuinely confused
  • Employees approaching MRA who want to know exactly what their retirement looks like

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