Federal Retirement Planning for FERS & CSRS

   New Articles
Using Before-Taxed Dollars to Pay Premiums Makes FEHB Health Insurance Less Costly
Edward A. Zurndorfer, Certified Financial Planner - October 19, 2016
Federal benefits expert, Ed Zurndorfer, discusses the advantages and disadvantages of "premium conversion" -- a program that has resulted in thousands of tax dollar savings for federal employees. Includes Premium Conversion Financial Worksheet [ MORE ]

2017 Federal Retiree COLA Watch
UPDATED: October 18, 2016
The 2017 cost-of-living adjustment (COLA) for Social Security recipients and annuitants in both the Civil Service Retirement System (CSRS) and the Federal Employees Retirement System (FERS) will increase 0.3 percent [ MORE ]

Higher 2017 Medicare Premiums: Federal Employee Groups Urge Congress to Take Action
Unless Congress steps in, many retired federal employees will see a sharp increase in Medicare Part B premiums starting Jan 1, 2017 [ MORE ]

How CSRS Offset Employees' Pensions and Social Security Benefits Are Impacted
Federal retirement expert, Chris Kowalik, shares how the CSRS Offset program works, and what employees under this program can expect once they retire from federal service [ MORE ]

   Federal Retirement Resources
2017 Federal Leave Chart / Record / Calendar
Keep track of your 2017 leave with this handy calendar downloadable in PDF [ MORE ]

2017 Federal Holidays
Here is a list of the public holiday schedule in 2017 for federal employees [ MORE ]

Federal Retirement Planning Checklist: 5-10 Years Prior
Edward A. Zurndorfer, Certified Financial Planner
Federal benefits expert, Ed Zurndorfer, provides a checklist of the financial and retirement planning issues federal employees should consider within the last 5-10 years of service [ MORE ]

NARFE's State-By-State Income Tax Treatment Report Released for Federal Retirees
Which states have exemptions for civil service annuities or Social Security? Which have no personal income tax? [ MORE ]

How to Submit a Healthy Federal Retirement Application Package
Edward A. Zurndorfer, Certified Financial Planner
Learn how -- after making sure all documents, forms and information are complete -- a retiring federal employee will be submitting a "healthy" federal retirement package under OPM's guidelines, thereby avoiding unnecessary delays in processing of their retirement application package [ MORE ]