Federal retirement expert, Chris Kowalik, explains why taxes can derail an otherwise great retirement plan more…
Articles
Significant Changes Coming to TSP and IRAs from SECURE Act
The new rules for IRAs and the TSP mean a new landscape for retirement and estate planning for federal employees and retirees. Federal benefits expert, Ed Zurndorfer, explains why more…
2020 Federal Leave Chart / Record / Calendar
Keep track of your 2020 leave with this handy calendar downloadable in PDF more…
IRS Launches Improved Tax Withholding Estimator to Help Workers Target the Tax Refund They Want
Starting in 2020, federal income tax withholding is no longer based on an employee’s marital status and withholding allowances, tied to the value of the personal exemption. more…
3 Retirement Resolutions You Should Make for the New Year
Federal retirement expert, Chris Kowalik, discusses three retirement resolutions you should be making in the new year — specifically how making smaller, realistic goals (and sticking to them) can lead to big results over time more…
How Social Security’s Earnings Test Can Affect Your Retirement Benefits
Federal benefits expert, Ed Zurndorfer, discusses how the Social Security earnings test affects individuals between age 62 and their full retirement age who are receiving their Social Security retirement benefits and who also have earned income more…
New Long Term Care Insurance Plan FLTCIP 3.0
Federal retirement expert, Chris Kowalik, discusses who is eligible for the FLTIP 3.0 version, what options 1.0 and 2.0 participants have, changes in the benefit periods and inflation protection options, and the premium stabilization feature more…
Thrift Savings Plan’s January 2020 Processing Schedule Released
The TSP announced its processing schedule for this month in light of holidays and the upcoming issue of IRS Form 1099-R for the year 2019 more…
Best Dates to Retire for FERS and CSRS: 2020, 2021, 2022 and 2023
Choosing the the best day of the month and year to retire may present a financial challenge. Federal benefits expert, Ed Zurndorfer, outlines the strategy for choosing the best date analyzing several factors more…
2020 Federal Pay Raise Finalized in Executive Order
Next year’s pay increase is the largest in a decade. more…