TEN  MUSTS AND MISTAKES OF RETIREMENT
 
 
MUSTS
MISTAKES
Begin planning your retirement at least 7 years before you actually retire. 
 
 
Retiring on the spur of the moment because of a difficult assignment or personality clash on the job.  The early out of '92 is a good example. 
 
Attend several pre-retirement seminars. 
 
 
 
Failing to discuss retirement plans with your spouse. 
 
 
Keep your retirement plan confidential, this allows you to change your mind if retirement plans change. 
 
Retiring "from" something without having something better to do. 
 
 
Discuss your plans with your spouse so both your interests can be preserved in your new life style.  Know there is a spousal consent requirement. Expecting to live comfortably on your annuity without making realistic calculations on how much money it will take to maintain your standard of living.
Learn the facts of your many retirement options from the APWU Retiree Department and the retirement counselor in your post office. 
 
Failing to stay abreast of developments and changes in federal retirement entitlement and trends. 
 
Review your life and health insurance needs and figure the cost as you decide which policies to take with you into retirement.  Understand how age will impact your life insurance. Retiring without reviewing all the retirement options, and the pros and cons of each. 
 
 
Stay where you are for about a year after you retire.  This will help you make a wise decision on whether to stay close to family and friends or move to a new area. Basing retirement decisions on the advice of friends rather than consulting the experts. 
 
 
Take advantage of the various 'Thrift' plans (CSRS-FERS) available to you.  Save the maximum you can, even if you will only be in the program for a year or less. Selling your house and moving to an area without being sure of the cultural, social, and economic realities of the move. 
 
Take financial inventory and budget for unexpected expenses like increasing college tuition for your children or medical care for you or a loved one. Believing that your active, productive life is over just because you are retiring. 
 
 
Take advantage of all retirement information provided by your APWU Retiree Department, Postal Agency, OPM and independent sources. 
 
Failing to review all your service and entitlements to be sure you get proper credit.  Believing that the estimate you receive from the Postal Service is the factual amount of your annuity.
Link to  CSRS & FERS

Link to TSP - Thrift Saving Plan

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This page was last updated on October 6, 1997.

This site was created by Jack Ball.
Please address all comments and corrections to him at apwuqcy@adams.net