What Every Federal Employee Needs to Know About Estate Planning - Part I
In the first of two columns, federal benefits expert Ed Zurndorfer discusses why every federal employee should think about how their assets will be disposed of at death -- including personal residences, life insurance, Thrift Savings Plan, IRA funds, non-retirement brokerage accounts, checking and savings accounts and personal items [ MORE ]

2016 FEGLI Open Season Overview Materials Provided by OPM
The first Federal Employee's Group Life Insurance open season in 12 years starts September 1 [ MORE ]

Federal Long-Term Care Insurance Enrollees To See Average 83% Premium Rate Hike Nov. 1
The premium rate increase -- which will impact more than 274,000 federal employees, annuitants and their spouses -- drew sharp criticism from the National Active and Retired Federal Employees Association [ MORE ]

There's A Lot to Love About the Thrift Savings Plan - and Some Surprises, Too
Federal retirement expert Chris Kowalik helps federal employees better understand their TSP options while working, and begin to leverage the TSP to be a powerful part of their bigger retirement picture. Plus -- a few bonuses and challenges to help them make the most out of their TSP experience [ MORE ]

Windfall Elimination Provision Reform Bill: House Postpones Consideration, NARFE Opposes Changes
The House Ways and Means Committee delayed consideration of legislation that would reduce the Windfall Elimination Provision penalty on an affected government employee's Social Security benefits [ MORE ]

TSP Withdrawal Option: Rollover to an IRA
Edward A. Zurndorfer, Certified Financial Planner
After leaving or retiring from federal service, Thrift Savings Plan (TSP) participants should know their options with respect to what they can do with their TSP accounts. Federal benefits expert, Ed Zurndorfer, discusses the option of doing a one time rollover or transfer of a portion or all of one's TSP account to a traditional IRA or to a Roth IRA -- with tips and cautions [ MORE ]

Planning Tips for Federal Retirees During the First Year of Retirement
Edward A. Zurndorfer, Certified Financial Planner - July 07, 2016
Federal benefits expert, Ed Zurndorfer, provides a checklist of things new federal retirees should do during their first year in retirement [ MORE ]

DoD Launches Phased Retirement Program for Civilian Employees
The Department of Defense released official policy for the phased retirement program allowing federal retirement-eligible full-time civilian employees to request to work part-time while receiving a portion of their retirement annuity [ MORE ]

2017 Federal Pay Raise of 5.3 Percent Urged by Employee Groups
A coalition of 23 groups representing federal employees are renewing their call for legislation that would provide a 5.3 percent pay raise in 2017. [ MORE ]

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 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 ]

Minimizing the Retirement Savings Drag Caused by Unnecessary Tax Exposure
Tips on how to develop a solid plan for tax efficiency -- including deciding between Roth and Traditional tax-sheltered vehicles plus how to draw down your various accounts in retirement [ MORE ]

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