Retirement Benefits Institute
  • YOUR BENEFITS
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    • CSRS
      • Retirement Eligibility
      • Non-Deduction Service
      • Refunded Service
      • Military Service and Your Service History
      • Special Provisions
      • Voluntary Contribution Program
      • CSRS Retirement Calculations
    • SURVIVOR BENEFITS
      • Survivor Benefits While Working
      • Survivor Benefits in Retirement
    • FEGLI
      • FEGLI Prices Over Time
      • 5 Things FEGLI Should Do For You
    • SOCIAL SECURITY
      • Social Security Earnings Test
      • Will it be Taxable
      • CSRS and Social Security
      • Will Social Security be there for me?
    • THRIFT SAVINGS PLAN
      • Investment Options
      • Withdrawals
      • ROTH
      • Two Real Reasons to Think Roth
      • FAQs
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      • FEHB and Spousal Continuance
      • FEHB, Medicare, Taxes and New Self Plus One Enrollment
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      • Calculating Sick Leave
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  • Retirement Benefits Institute - Are You Ready To Retire

Retirement and Estate Planning

How do your retirement distributions coordinate with your estate plan? There are many possibilities, depending on your goals for your life and legacy. You have options for charitable gifts and inheritances, and the tax implications are important to know. Your long-term plans for your money affect the actions you take now and in the first years of retirement. There are a number of resources available to you as you look at your goals and draft your path forward.

See below for a video for a discussion of this aspect of your retirement.

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The Series

  • Part 5 – Retirement and Estate Planning
  • Take the Retirement Readiness Test
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