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What Is Legacy Planning and Why Is It Important?

by Tom Walker | May 12, 2022 | Between FERS and CSRS?

Legacy planning is a process that is similar to estate planning but involves some different steps as it is more geared for those on “main street” than the top 1%. The account/asset owner determines how to distribute assets to their heirs upon their death. The process...

How To Get Started With Retirement Planning

by Tom Walker | May 10, 2022 | Between FERS and CSRS?

Planning for retirement requires the individual to take a realistic approach when choosing a lifestyle and managing their wealth. A comprehensive retirement plan includes enough proceeds to accommodate the person’s ideal lifestyle. When they retire, the...

How a Federal Employee Benefits Coordinator Can Help with Retirement Plans

by Tom Walker | Mar 16, 2022 | Between FERS and CSRS?

Being a federal employee comes with numerous advantages. Employees in this sector are among the elite since the hiring process is drawn out and fraught with extensive roadblocks. Still, once you make the cut, being a federal employee offers countless opportunities,...

What is the Difference Between FERS and CSRS?

by Tom Walker | Nov 10, 2021 | Between FERS and CSRS?

The US Government offered two retirement systems to its employees. There are some similarities between the two plans, but they are not at all identical. The Civil Service Retirement System The Civil Service Retirement Act was first passed by congress back on August 1,...

What To Know About Target Date Retirement Funds

by Tom Walker | Nov 2, 2021 | Between FERS and CSRS?

It’s never too early to start planning for retirement. Figuring out how to define your retirement goals and how to achieve a sustainable, fulfilling retirement is no small task.  It begins with identifying all sources of income in retirement, identifying a...

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More Walker Publications

  • Top 5 Benefits Of Individual Tax Planning
    by Tom Walker
  • Are Federal Employee Benefits Worth It?
    by Tom Walker
  • What Are The First 3 Steps To Retirement Planning?
    by Tom Walker
    Thinking about your days after you leave the modern workforce… Read more: What Are The First 3 Steps To Retirement Planning?
  • Are Federal Employee Retirement Benefits Taxable?
    by Tom Walker
    Planning for your retirement doesn’t have to be a stressful,… Read more: Are Federal Employee Retirement Benefits Taxable?
  • What Is Legacy Planning and Why Is It Important?
    by Tom Walker
    Legacy planning is a process that is similar to estate… Read more: What Is Legacy Planning and Why Is It Important?

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Walker Capital Preservation Group, Inc. (WCPG) is not affiliated with, endorsed, or sponsored by the Federal Government or any U.S. Government agency.  No Federal Government agency has reviewed or endorsed any of the information contained in this website.

Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. This material is for information purposes only and is not intended as tax, investment, or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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