Federal Retirement Planning for FERS & CSRS

   New Articles
2017 FEHB Premium Rates to Increase By 4.4 Percent Average
A complete breakdown of the new premium rates for the Federal Employees Health Benefits program is provided by OPM [ MORE ]

Tips on Updating Beneficiaries to Your Federal Benefits
Federal retirement expert, Chris Kowalik, shares tips and insights for federal employees to ensure their federal benefits have the correct beneficiaries assigned. In this segment, she helps federal employees to understand how beneficiaries work, and what happens if no one is assigned to receive the benefit upon the death of an employee or retiree. Stay tuned for a big surprise to the most common beneficiary named -- and what happens in the aftermath [ MORE ]

FSAFEDS Website Back in Business After Blackout
The Office of Personnel Management announced the all-new FSAFEDS website -- the portal for federal employees to manage their flexible spending accounts (FSAs) -- is open for business to serve current FSAFEDS participants [ MORE ]

Reverse Rollover of IRA and Retirement Assets Could Benefit Many Federal Employees
Edward A. Zurndorfer, Certified Financial Planner - September 26, 2016
Federal benefits expert, Ed Zurndorfer, discusses how a reverse rollover into the TSP is performed and why a reverse rollover many benefit many TSP participants [ MORE ]

   Federal Retirement Resources
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 ]

10 Biggest Mistakes Federal Employees Make When Planning for Retirement (and How to Avoid Them)
Edward A. Zurndorfer, Certified Financial Planner
While many federal employees will be eligible to retire in the next fifteen years, unfortunately some of them will discover they will be unable to retire at the time they intend to because important tasks -- that should have been performed during their federal service -- were not completed. Federal benefits expert, Ed Zurndorfer, outlines the 10 biggest mistakes many employees make -- and how to avoid them. [ MORE ]

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 ]

8 Strategies for Federal Employees Planning to Retire in the Next 5 Years
Edward A. Zurndorfer, Certified Financial Planner
For many federal employees, their retirement date comes sooner than they may have expected and before they may have had a chance to fully prepare. Federal benefits expert, Ed Zurndorfer, outlines the most common areas that need to be addressed by federal employees who plan to retire within the next five years [ MORE ]