RetireReady Solutions Blog

Welcome to the TRAK Retirement Planning Blog.

Five Myths to Reconsider about Advising Federal Employees

July 08, 2019 by Edward Dressel -

Some retirement advisors are unaware of the benefits of serving federal employees, while others choose not to work in the federal market. By doing so, they are leaving tremendous opportunities untapped. In this article, I explore five myths that too often discourage advisors from working with federal employees. Thank you to ProFeds “Top 10...

Calculating Federal Deposit and Redeposit Service

August 27, 2018 by Edward Dressel -

One of the purposes of The Retirement Analysis Kit (TRAK) and TRAK-Online software is to reduce the complexity of financial planning – a solution to help advisors with the many complex calculations and illustrations while producing results that clients can easily understand. Nowhere is this more helpful than working with pension plans, which...

Your Retiring Federal Client May be Eligible for Additional Income

June 04, 2018 by David Black -

Recently, I attended a federal benefits seminar where a group of about 40 federal employees were learning more about their benefits. About two-thirds of the attendees indicated that they would be retiring in the next five years and the presenter asked them the following question, “How many of you know that if you retire before age 62 in FERS...

New Budget Proposes Cuts to Federal Retirement Plans

May 29, 2017 by Edward Dressel -

To the plethora of polarizing issues coming out of Washington, why not add federal employee retirement benefits to the mix! It is no secret that federal employees enjoy a job security and retirement package that is unrivaled in the private sector. Some see these benefits as a just reward for those serving the American public. Others see them as...

Retirement Advice for Our Men and Women in Uniform

April 17, 2017 by Edward Dressel -

This year may be a momentous year, financially, for many Americans with possible changes to the tax code, health care, and the financial services industry some of 2017’s many wild cards. For members of our Armed Forces, 2017 brings an additional financial question and one that financial advisors may be able to help with.

   

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