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FERS Retirement Options for Special Provision Employees

January 13, 2025 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Ed Zurndorfer outlines the retirement options for FERS employees who are classified as Special Provision employees. Special Provision employees include law enforcement officers (LEOs), customs, border and protection officers (CBPOs), firefighters (FFs) and air traffic controllers (ATCs). more…

Quitting Your New Year’s Resolutions (to Get What You Really Want)

January 10, 2025 Chris Kowalik

Chris Kowalik unpacks why most New Year’s resolutions fail and how federal employees can reframe their mindset to get what they really want more…

FERS Retirement Option: Voluntary/Optional Retirement

January 6, 2025 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Ed Zurndorfer explains the immediate voluntary/optional retirement option available to those covered by the Federal Employee Retirement System (FERS) more…

Bill to Repeal Social Security’s WEP, GPO Signed Into Law

January 6, 2025 My Federal Retirement

Social Security

Bipartisan legislation repealing the WEP and GPO was signed into law yesterday. The Social Security Administration says it is evaluating how to implement the law. The WEP and GPO provisions reduced or eliminated Social Security benefits for those who are covered by a government (federal, state or local)-sponsored guaranteed pension plan, such as federal employees who are covered by the Civil Service Retirement System (CSRS). more…

Aggregated RMD Must Be Taken First Before Roth IRA Conversion

January 3, 2025 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Ed Zurndorfer explains an important new IRS ruling that affects individuals who own multiple traditional IRAs and want to convert them to Roth IRAs more…

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