Broker Check

Air Traffic Controllers


  • Special Provisions Formula/calculation
  • Qualifications to retire on an unreduced annuity
  • Early retirement/deferred/postponed.
  • Three pillars of retirement: Pension, Special Retirement Supplement, and TSP.
  • Impact of additional years of service
  • Disability Retirement
  • Military Service Purchase Credit
  • Sick Leave Buyback
  • Vision 100 Qualifications


  • S,C,I,G, and F or Lifestyle Funds?
  • Traditional/Roth?
  • Mutual Fund Window, should I participate?
  • Responsible post-retirement use of TSP Calculation
  • TSP Withdrawal Options
  • New Congressional rule for Special Provisions
  • Beneficiary Options: Primary and Contingent


  • Federal Employees Group Life Insurance (FEGLI)
  • Federal Employee Health Benefit (FEHB)
  • Federal Employee Long Term Care Insurance Program (FELTCIP)
  • Survivor Benefit: Partial or Full
  • Social Security/Medicare
  • When should I start taking Social Security?
  • How much can I earn without affecting SRS/Social Security?
  • Social Security Disability
  • Survivor Social Security Benefits
  • Medicare- When and which options?


  • Is my current withholding allowance accurate?
  • How will my Annuity be taxed?
  • State of residency tax impact
  • Earnings tax limit for Social Security Deduction?
  • SRS/Social Security taxation

Pre/Post Retirement Comparison