Should You Decline the FERS Survivor Benefit?
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Should You Decline the FERS Survivor Benefit?
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For married federal employees, this is not just a checkbox on your retirement paperwork. Your spouse plays a major role in this decision, and declining the survivor annuity generally requires notarized spousal consent submitted with your retirement application.
In this episode, Andrew McNair explains how the FERS Survivor Benefit works, what it may cost, whether the premiums are paid pre-tax or post-tax, and why this decision can have long-term consequences for your spouse’s future retirement income.
You’ll also learn about the 50%, 25%, and 0% survivor benefit options, whether the benefit receives COLA increases, what happens if there is a large age gap between spouses, and whether the FERS Survivor Benefit ever becomes “paid up.”
This is an important conversation for federal employees approaching retirement who are reviewing their FERS pension, TSP withdrawal strategy, FEHB, FEGLI, Social Security, survivor income, and overall federal benefits plan.
To discuss how your survivor benefit election fits into your full federal retirement plan, schedule a complimentary visit with our team today:
https://calendly.com/swancapital_/nocostconsultation
To receive a customized Federal Retirement Report, call 1-800-848-8768 or visit swan-capital.com.
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