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

Trey Lockwood

San Jose, California


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Published Content and Articles Featuring Trey Lockwood

Articles By Trey Lockwood

Why the FERS Supplement Remains One of the Best-Kept Secrets in Federal Retirement

Why the FERS Supplement Remains One of the Best-Kept Secrets in Federal Retirement

Key Takeaways: The FERS Supplement bridges the income gap for federal employees retiring before they can claim Social Security, providing...

Four Survivor Benefits That Can Help Federal Employees Protect Their Families’ Financial Security

Four Survivor Benefits That Can Help Federal Employees Protect Their Families’ Financial Security

Key Takeaways Survivor benefits ensure your family’s financial stability after your passing, offering options tailored to federal employees' unique needs.By...

Federal Employee Benefits That Could See Big Changes in the Coming Year

Federal Employee Benefits That Could See Big Changes in the Coming Year

Key Takeaways: Federal employee benefits are undergoing significant updates that may affect your retirement planning, healthcare coverage, and overall financial...

How TSP Withdrawal Changes Could Impact Federal Retirees in Unexpected Ways

How TSP Withdrawal Changes Could Impact Federal Retirees in Unexpected Ways

Key Takeaways Understanding new TSP withdrawal rules is crucial to avoid unexpected penalties and ensure your retirement income aligns with...

How Federal Employees Are Using TSP Plans to Create More Secure Retirements

How Federal Employees Are Using TSP Plans to Create More Secure Retirements

Key Takeaways: Your TSP plan is a powerful tool for creating financial security in retirement, but its success depends on...

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

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

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

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

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...

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