Federal Retirement Planning for FERS & CSRS



   New Articles
Reverse Rollover of IRA and Retirement Assets Could Benefit Many Federal Employees
Edward A. Zurndorfer, Certified Financial Planner - September 26, 2016
Federal benefits expert, Ed Zurndorfer, discusses how a reverse rollover into the TSP is performed and why a reverse rollover many benefit many TSP participants [ MORE ]

Back Pay Interest Calculator Released by OPM
The new web-based back pay interest calculator will assist with the computation of back pay awards and interest payments for federal employees in certain situations [ MORE ]

2017 Federal Retiree COLA Watch
UPDATED: September 20, 2016
There's hope for a small COLA for federal retirees in 2017, but the definite answer won't come until mid-October. [ MORE ]

How Annual Leave and Sick Leave Affect Your Federal Retirement
Federal retirement expert, Chris Kowalik, helps federal employees to understand how each type of leave is paid out, some special considerations for each, and how to maximize both types of leave upon retiring from federal service [ 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 ]