Federal Retirement Planning for FERS & CSRS



   New Articles
Federal Retirement Planning Checklist: Within One Year of Retirement
Edward A. Zurndorfer, Certified Financial Planner - June 23, 2016
Federal benefits expert, Ed Zurndorfer, provides a number of important actions a federal employee should perform within one year of retirement in order to properly retire on the date he or she wants to -- and without any problems [ MORE ]

Social Security Trustees Predict 0.2% COLA for Retirees in 2017
Federal retirees and Social Security beneficiaries may receive only a 0.2% cost-of-living-adjustment in 2017, according to predictions in the annual report of the trustees for Social Security and Medicare [ MORE ]

TSP Withdrawal Option: One Time Partial Withdrawal
Edward A. Zurndorfer. Certified Financial Planner
Federal benefits expert, Ed Zurndorfer, explores the reasons why those who have separated from federal service might consider making a one-time withdrawal of part of their vested Thrift Savings Plan account balance [ MORE ]

Upcoming Blackout Period for Federal Flexible Spending Account Program (FSAFEDS)
The Office of Personnel Management announced a blackout period schedule for FSAFEDS participants while the program transitions to a new administrator [ MORE ]

   Federal Retirement Resources
Federal Retirement Planning Checklist: 5-10 Years Prior
Edward A. Zurndorfer, Certified Financial Planner - June 13, 2016
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 ]