New rules for mandatory Roth TSP catch-up contributions go to effect Jan. 1, 2026. And there are many challenges and confusion regarding which federal employees are (or are not) effected, and the financial impact. Ed Zurndorfer answers some important frequently asked questions including practical examples more…
New Tax Benefits for Health Savings Account Participants
The changes expand HSA eligibility, which allows more people to save and to pay for healthcare costs through tax-free HSAs more…
Using OPM’s Retirement Services Online
The Office of Personnel Management provides special access for federal retirees to manage their annuity payment information, federal and state tax withholding, tax forms, and other benefits on demand. OPM released a new video on how to use the updated services 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…
Senate Democrats Propose to Expand Social Security Benefits in 2026
If passed, the Social Security Emergency Inflation Relief Act would increase benefits by $200 per month for six months more…