Federal Retirement Planning for FERS & CSRS



   New Articles
Considerations and Recommendations for the 2016 FEGLI Open Season
Edward A. Zurndorfer, Certified Financial Planner - August 24, 2016
Federal benefits expert, Ed Zurndorfer, provides insight on the Federal Employees Group Life Insurance program before they enroll in it or add to their existing coverage during the open season in September [ MORE ]

2016 FEHB Open Season Dates Announced by OPM
During the open season, employees can take certain actions for the Federal Employees Health Benefits Program, Federal Flexible Spending Account Program, and the Federal Employees Dental and Vision Insurance Program [ MORE ]

How CSRS Employees Are Impacted by Social Security's WEP and GPO Provisions
Federal retirement expert, Chris Kowalik, helps eligible CSRS employees understand how their Social Security benefit may be financially impacted by two provisions -- the Windfall Elimination Provision and the Government Pension Offset -- so they know what to expect in retirement [ MORE ]

OPM Releases Updated FEGLI Handbook Prior to 2016 Open Season
The 35-page FEGLI handbook is only available in electronic format. The FEGLI open season is September 1-30, 2016 [ 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 ]