Sample Benefit Analysis

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Income <strong>Analysis</strong> Public Sector Retirement Educators - Betty Boettcher - 800-587-7476 Page 14 of 56
Monthly Income - Government (All figures shown are hypothetical and based on information provided by you. Any change to your benefit elections, salary or other information provided by you could alter these figures.) Age Annuity Estimated Estimated Social Security TSP TOTAL 54 $2,758.00 $0.00 $2,758.00 55 $2,758.00 $0.00 $2,758.00 56 $2,758.00 $1,275.00 $4,033.00 57 $2,758.00 $1,275.00 $4,033.00 58 $2,758.00 $1,275.00 $4,033.00 59 $2,758.00 $1,275.00 $4,033.00 60 $2,758.00 $1,275.00 $4,033.00 61 $2,758.00 $1,275.00 $4,033.00 62 $2,811.78 $1,700.00 $4,511.78 63 $2,866.61 $1,733.00 $4,599.61 64 $2,922.51 $1,767.00 $4,689.51 65 $2,979.50 $1,801.00 $4,780.50 66 $3,037.60 $1,837.00 $4,874.60 67 $3,096.83 $1,872.00 $4,968.83 68 $3,157.22 $1,909.00 $5,066.22 69 $3,218.79 $1,946.00 $5,164.79 70 $3,281.55 $1,984.00 $5,265.55 71 $3,345.54 $2,023.00 $5,368.54 72 $3,410.78 $2,062.00 $5,472.78 73 $3,477.29 $2,102.00 $5,579.29 74 $3,545.10 $2,143.00 $5,688.10 75 $3,614.23 $2,185.00 $5,799.23 76 $3,684.70 $2,228.00 $5,912.70 77 $3,756.56 $2,271.00 $6,027.56 78 $3,829.81 $2,315.00 $6,144.81 79 $3,904.49 $2,361.00 $6,265.49 80 $3,980.63 $2,407.00 $6,387.63 81 $4,058.25 $2,454.00 $6,512.25 82 $4,137.39 $2,501.00 $6,638.39 83 $4,218.07 $2,550.00 $6,768.07 84 $4,300.32 $2,600.00 $6,900.32 85 $4,384.17 $2,651.00 $7,035.17 86 $4,469.67 $2,702.00 $7,171.67 87 $4,556.82 $2,755.00 $7,311.82 88 $4,645.68 $2,809.00 $7,454.68 Public Sector Retirement Educators - Betty Boettcher - 800-587-7476 Page 15 of 56
Page 1 and 2: Federal Employee Benefits Analysis
Page 3 and 4: Financial Planning Overview Are you
Page 5 and 6: 7 Misconceptions About Retired Life
Page 7 and 8: Monthly Retirement Income and Expen
Page 9 and 10: Monthly Income / Expense - All Sour
Page 11 and 12: these policies to lower your premiu
Page 13: Your Retirement Income Determine ho
Page 17 and 18: Annual Income Summary - Other Sourc
Page 19 and 20: Your Retirement Expenses Public Sec
Page 21 and 22: Expense Analysis Public Sector Reti
Page 23 and 24: Monthly Expense - Government (All f
Page 25 and 26: Monthly Expense - Other Sources (Es
Page 27 and 28: Personal Federal Employee Benefits
Page 29 and 30: FEGLI and Survivor Benefit Accumula
Page 31 and 32: Government Related Income Analysis
Page 33 and 34: including eligibility to retire, fo
Page 35 and 36: Annuity and Survivor Benefit (All f
Page 37 and 38: Social Security and FERS Supplement
Page 39 and 40: FERS Supplement and Estimated Socia
Page 41 and 42: CSRS Offset and Estimated Social Se
Page 43 and 44: entitled to agency matching contrib
Page 45 and 46: Specific Dollar Amount. You may req
Page 47 and 48: Thrift Savings Plan (All figures sh
Page 49 and 50: Government Related Expense Analysis
Page 51 and 52: Federal Employees Group Life Insura
Page 53 and 54: Federal Employees Health Benefits (
Page 55 and 56: Federal Long Term Care Insurance Pr

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