16 Things Seniors Born Between 1941-1969 Could Take Advantage Of
Ed Zurndorfer explains why many federal employees pay higher Medicare Part B monthly premiums and it’s impact on retirement income planning — plus how to appeal the higher premiums with practical examples more…
Latest Articles
What Federal Employees & Retirees Need to Know About Medicare Part D and FEHB
Should federal retirees enroll in in a Medicare Part D prescription drug plan? Ed Zurndorfer provides an explanation of Medicare Part D , enrollment deadlines, three ways FEHB enrollees benefit from it — plus the important reasons why a federal retiree should decline enrollment in Medicare Part D
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Seniors Group Urges Congress to Take Action on Social Security’s Projected Shortfall
According to the 2025 Social Security Trustees Report, the combined trust funds that pay retirement, survivor, and disability benefits are projected to fall short of fully covering payments by 2034 more…
Update on Social Security Fairness Act
Ed Zurndorfer provides a summary of the updates including when Social Security beneficiaries can expect an increase in monthly payments, how to manage Medicare Part B and Medicare Part D monthly premiums deducted doubly from SSA benefits and federal pensions (such as a CSRS annuity), information about retroactive back payments, and tips to avoid scams more…
What Your TSP Account is Not
Chris Kowalik explains how using the TSP the wrong way — or for the wrong reasons — can jeopardize your retirement goals more…
Tax Rules for Roth TSP to Roth IRA Rollovers
Many federal employees choose to rollover their Roth Thrift Savings Plan to a Roth IRA. But the rules are complicated. Ed Zurndorfer explains the rules and provides practical examples more…
$2400 Increase in Social Security Benefits Proposed
If passed, the Social Security Expansion Act would also ensure the long-term solvency of Social Security for 75 years more…
Understanding the Basics of Retirement Plan Rollovers
Retirement plan rollovers are an important part of a federal employee or retiree’s overall retirement savings — especially true those who own multiple retirement accounts, including the Thrift Savings Plan, IRAs, and other retirement accounts such as a 401(k). Ed Zurndorfer provides insight on rollovers to help federal employees and retirees consolidate accounts or optimize their tax strategy more…
Update on Implementation of Repeal of Social Security’s WEP, GPO
The Social Security Administration (SSA) has issued updates on the progress of the implementation of the Social Security Fairness Act which repealed the Windfall Government Provision (WEP) and the Government Pension Offset (GPO). The updates answer questions of when beneficiaries will see their benefits increase, how many months of benefits they will receive, and issues regarding Medicare premiums more…
7 Federal Retirement Milestones You Need to Know
As you near retirement, or if you’re already retired, there are key retirement milestones to keep in mind for accumulating and withdrawing the money you’ll need for your later years. Chris Kowalik provides a quick guide to key deadlines for retirement more…