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Recent Federal Retirement Articles
CSRS - FERS - Thrift Savings - FEHB - FEGLI
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Debt Levels Increase for Those In or Near Retirement
"These results are troubling as far as retirement preparedness is concerned, in that American families just reaching retirement or newly retired are more likely to have debt -- and significantly higher levels of debt -- than past generations" . . . more
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What the New Redeposit Rule Means for FERS Employees
Edward A. Zurndorfer, Certified Financial Planner
The consequence of withdrawing FERS contributions and not having the option of redepositing the contributions has caused much hardship among many FERS employees who have left and returned to federal service. Effective immediately, FERS employees are permitted to make a redeposit of previously withdrawn FERS contributions. Practical examples and calculations are examined by federal benefits expert Ed Zurndorfer . . . more
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Should You Buy Long-Term Care Insurance?
While there's no simple answer, retirement program expert Steve Vernon says addressing the threat of potentially ruinous long-term care expenses could be one of the most difficult challenges in your retirement years, and he provides practical tips on developing a strategy . . . more
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FERS Sick Leave Credit: How Much Will You Get?
October 29, 2009
Federal workers under the Federal Employees Retirement System (FERS) will now be able to count their unused sick leave as creditable service in calculating their retirement annuity. But what does that mean in real numbers to FERS employees soon to retire? . . . more
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Year End Investment and Tax Planning May Be a Challenge for Many Individuals
Edward A. Zurndorfer, Certified Financial Planner
Year-end tax planning may prove to be something other than straightforward. The extreme downturn in the stock market during 2008, the rebound in the stock market during most of 2009, and the uncertain direction of future tax rates are proving to be a challenge for individual investors who are performing year end investment analyses and perhaps rebalancing their non-retirement investment portfolios . . . more
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Democratic Lawmakers Warn of Tax on FEHB, Hurting Federal Employees and Retirees
October 22, 2009
In a letter to House Speaker Nancy Pelosi, Northern Virginia Congressmen Gerry Connolly and Jim Moran expressed concern that the proposed excise tax on health insurance providers adopted by the Senate Finance Committee in its health insurance reform bill may adversely affect health coverage for federal employees and retirees . . . more
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| Featured Columnist
Read articles written by federal benefits expert and Certified Financial Planner, Edward Zurndorfer |
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Overview - CSRS
