Not affiliated with The United States Office of Personnel Management or any government agency

Not affiliated with The United States Office of Personnel Management or any government agency

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San Jose, California

Trey Lockwood

Independent Licensed Agent

San Jose, California
4.50
Platinum

More Articles by Trey Lockwood

Can You Have Both a Traditional and Roth IRA? Find Out Here

Key Takeaways Understanding the benefits and limitations of having both a Traditional and Roth IRA can enhance your retirement planning.This...

Divorce and Federal Benefits: How to Ensure Your Retirement Isn’t Compromised

Key Takeaways Divorce can significantly impact your federal retirement benefits, including pensions, TSP, and health insurance. Knowing your rights and...

Early Retirement for Federal Employees: What You Need to Know Before Taking the Leap

Key Takeaways Early retirement for federal employees comes with both opportunities and challenges, from financial considerations to lifestyle planning.Understanding eligibility...

Federal Employees, Here’s How You Can Withdraw from Your TSP Without Paying Big Penalties

Key Takeaways: Learn how and when you can withdraw from your Thrift Savings Plan (TSP) without facing hefty penalties.Get insider...

Splitting Federal Retirement Benefits in a Divorce: What You Need to Know

Key Takeaways: Understanding the legal framework and requirements for dividing federal retirement benefits is essential for ensuring a fair settlement...

CSRS Isn’t Dead Yet—How Federal Employees with This Plan Can Still Retire with a Big Paycheck

Key Takeaways: The Civil Service Retirement System (CSRS) offers generous retirement benefits, particularly for long-time federal employees.Understanding how to maximize...

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