16 Things Seniors Born Between 1941-1969 Could Take Advantage Of
Follow the trend for the 2027 cost-of-living adjustment for those under the Civil Service Retirement System, the Federal Employees Retirement System and Social Security more…
CSRS (Civil Service Retirement System)
Federal Retiree COLA History: CSRS COLA and FERS COLA
The cost-of-living adjustment (COLA) history for CSRS and FERS from 1999 to 2026 more…
Federal Retirees Encounter Weeks of Delay Receiving Tax Documents from OPM
Numerous federal retirees have been waiting for several weeks to receive important tax documents and are unable to reach OPM for assistance. A group of House members has urged OPM to address the issue more…
2027 COLA Estimate – CSRS | FERS | Social Security
Analysts give a projection of the 2027 cost-of-living adjustment for retirees more…
CSRS / FERS Lump Sum Annuity Option (And How It is Taxed)
If eligible, a retiring CSRS or FERS employee may elect to receive the alternative form of a CSRS or FERS annuity, receiving a lump sum payment equal to the employee’s contributions to the CSRS or FERS Retirement and Disability Fund. Ed Zurndorfer discusses the specific eligibility requirements, the calculation of the lump sum payment and reduced CSRS and FERS annuity, and the tax liabilities more…
How CSRS / FERS Survivor Annuities Are Taxed
Ed Zurndorfer what portion of a CSRS or FERS survivor annuity (full or partial) is federally taxable under several common scenarios (examples included) and provides an important caution CSRS and FERS annuitants and survivor annuitants regarding information on on CSA 1099-Rs and CSF 1099-Rs from OPM’s Retirement’s Office more…
How CSRS and FERS Retirement Annuities Are Taxed
Ed Zurndorfer explains how the IRS taxes CSRS and FERS non-disability annuities when a federal employee retires from federal service. Worksheet and practical example are included more…
How to Get Your 1099-R for CSRS/FERS Annuity and TSP
If you are missing an IRS form 1099-R from either your CSRS/FERS annuity or your Thrift Savings Plan (TSP) account, here are the instructions to get them more…
Federal Retirees Report Error in December 2025 Annuity Statements
Many federal retirees have reported errors on their December 2025 annuity statements related to next year’s cost-of-living adjustment (COLA). Here’s what you can do if you are affected… more…
When Will Federal Retirees Receive the 2026 COLA Increase?
Due to recent years of surging inflation and public discussion of the affordability for the cost of living for seniors, there are increasing questions among many federal retirees as to the amount of the future cost-of-living adjustment (COLA) that CSRS and FERS annuitants will receive, and when they will receive it more…