Financial Education & Retirement Training for Federal Employees

Society for Financial Awareness 
SOFA DC Metro Chapter
Society for Financial Awareness 
SOFA DC Metro Chapter
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SLIDES

PRIVATE PAGE - Available download for webinar participants 

Property of DC SOFA, not to be copied, modified or distributed 

Benefits During Separation Guide - Ver 1.0 (pdf)

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SOFA Social Security & Taxes_ LaMont's version (pdf)

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SOFA The Truth About Annuities (pdf)

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SOFA Federal Retirement Analysis (pdf)

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SOFA Understanding Roth Conversions (pdf)

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SOFA Preparing for Long Term Care (pdf)

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Chris version_Social Security and Taxes in Retirement v.3 (pdf)

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SOFA Estate Planning (pdf)

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Retirement Ready What TSP Holders 59½+ Must Know Before Buying an Annuity  (pdf)

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7 Things You Need To Know When Counting Down To Retirement V1 (pdf)

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Investing in the TSP (pdf)

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Planning vs Investing v. 2 (pdf)

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Retirement Distribution Strategies to Avoid Outliving Your Money (pdf)

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SOFA Navigating Uncertainty (pdf)

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Financial Blunders v.4 (pdf)

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