United Benefits
United Benefits is an independently owned insurance group endorsed by several national unions. The advantage of working with a group like ours is that we can collaborate and negotiate with over 50 different insurance carriers to design benefits that best support our mission. We work alongside federal employees to provide and design solutions that fit your individual or families’ needs. We know that when we unite, you benefit. Our goal is to protect your paycheck, life, and retirement.
Upcoming United Benefits Events
We'll walk you through key decisions that can significantly impact how much income you generate in retirement - and how long it lasts. From optimizing your pension to making smart withdrawal and tax strategies, you'll gain practical insights you can apply right now.
In this session, we'll cover:
- Pension maximization strategies
- How to coordinate and time Social Security for greater lifetime income
- Tax-efficient withdrawal planning to help you keep more of what you've earned
- Using your TSP as a flexible income engine
- When Roth conversions may make sense
- How to plan for Required Minimum Distributions (RMDs)
- Protecting your income against inflation with COLAs
Register to build a smarter income strategy and make your retirement savings last longer!