Learn why thousands of federal employees and retirees are protecting their their retirement savings from inflation and economic uncertainty.The annual Medicare fall enrollment period for 2019 runs through Dec. 7. The author provides a guide to the shopping and review process that may save you money — and make sure your coverage provides is optimal more…
Recent Articles
Federal Employees Continue to Delay Retirement
According to the Office of Personnel Management, the average retirement age increased to 61.8 years in 2017 more…
Bipartisan Bills Introduced to Lessen Impact of Social Security’s Windfall Elimination Provision
The House version of the proposal would generally replace the provision with a new formula and provide a rebate payment starting in 2020 for individuals affected by the current WEP more…
Review Your Homeowner’s Insurance Before a Disaster Hits
Recent floods from hurricanes and destruction from wildfires have taught many of homeowners one thing: They most probably have inadequate homeowner’s insurance more…
Oct. 15 Deadline: Reversing Roth IRA Conversions and Filing Income Tax Returns for 2017
Federal benefits expert, Ed Zurndorfer, provides tips for individuals recharacterizing 2017 Roth IRA conversions and those who required extensions for filing their 2017 income tax returns more…
Phased Federal Retirement Program Has Weak Participation
Since its introduction in 2014, just over 400 federal employees have chosen it more…
Credit Freezes Are Now Free
Under a new law, consumers concerned about identity theft or data breaches can freeze their credit and place one-year fraud alerts for free more…
4 Rules Federal Employees Should Know About Roth IRA Conversions
Federal benefits expert, Ed Zurndorfer, outlines some important cautions — and tax consequences — for those considering a conversion of their traditional IRAs to Roth IRAs more…
Retirees With Pension and Annuity Income Should Review Tax Withholding ASAP
The Tax Cuts and Jobs Act of 2017 changed the way tax is calculated for most taxpayers — including retirees. To avoid costly surprises, the IRS recommends retirees conduct a withholding check-up using its online calculator more…
How Long Will $1 Million in Retirement Savings Last in Your State?
According to a new study, that same $1 million will last plenty long in retirement — or not nearly long enough — depending on where you live more…