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Recent Federal Retirement Articles
CSRS - FERS - Thrift Savings - FEHB - FEGLI
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TSP Outlines Details of New Roth Investment Option
February 8, 2012
Anticipated in the second quarter of this year, the Thrift Savings Plan (TSP) will soon begin offering all active federal employees and members of the uniformed services the option to designate some or all of their contributions as Roth contributions. The TSP Roth feature will give participants flexibility in the tax treatment of their contributions now and in the future . . . more
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7 Tips to Help You Determine if Your Social Security Benefits are Taxable
February 7, 2012
Many people may not realize the Social Security benefits they received in 2011 may be taxable. All Social Security recipients should receive a Form SSA-1099 from the Social Security Administration which shows the total amount of their benefits. You can use this information to help you determine if your benefits are taxable . . . more
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Employee Group Criticizes Federal Pension Cut Proposals
February 7, 2011
The leader of the nation's largest independent union of federal employees yesterday sharply criticized and called for the defeat of legislation that would would require all federal workers to pay an additional 1.5 percent toward their pensions . . . more
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Federal Employees Should Be On Guard Against "Self-Directed" IRAs
Edward A. Zurndorfer, Certified Financial Planner
Certified Financial Planner, Ed Zurndorfer, discusses what federal employees should be on the lookout for with respect to self-directed IRAs -- offering individuals the opportunity to invest in riskier assets including real estate, promissory notes and tax lien certificates . . . more
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Should You Take a Survivor Annuity for Your Spouse?
L. Ronald Blair, Certified Financial Planner
Federal retirement seminar attendees often ask about the CSRS or FERS survivor annuity at time of the employee's retirement: "Should I take any annuity for my spouse? Can I take a partial benefit? How much does it cost? Are there alternatives?" Here are some considerations for those inquiries . . . more
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Increasing Number of Agencies May Offer Early Retirements and Buyout Incentives in 2012
Edward A. Zurndorfer, Certified Financial Planner
With pressure to reduce their payrolls given the current federal budget-cutting environment in Congress, during 2012 an increasing number of federal agencies may have Voluntary Early Retirement Authority (VERA) and offer Voluntary Separation Incentive Payments (VSIP) to eligible employees. Federal benefits expert, Ed Zurndorfer, discusses VERA and VSIP, including which employees are eligible for them, the effect on CSRS and FERS annuities and health and life insurance benefits, and post-retirement employment issues -- including non-federal and federal employment . . . more
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10 Tips to Help You Choose a Tax Preparer
January 10, 2012
Even if a return is prepared by someone else, the taxpayer is legally responsible for what's on it. So, it's very important to choose your tax preparer carefully . . . more
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Recent Articles &
Resources
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Overview - CSRS
