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Understanding Medicare Enrollment Periods, Deadlines and Penalties

October 30, 2024 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Ed Zurndorfer discusses the three enrollment periods for employees and retirees to enroll in Medicare and not be subject to any late enrollment penalties. Retirees should also note that when they enroll in Medicare during any of the three-enrollment period, they can switch their FEHB health plan within 30 days of enrolling in Medicare more…

Deciding When to Take Social Security Benefits

October 25, 2024 Chris Kowalik

Chris Kowalik breaks down the core components of the Social Security program to understand when, how, and why to start drawing benefits more…

Tax Savings with FEHB, FEDVIP and Health Care Flexible Spending Accounts

October 23, 2024 My Federal Retirement

Ed Zurndorfer discusses the important tax savings associated with the Federal Employees Health Benefits program, the Federal Employees Dental and Vision Insurance Program, and the health care flexible spending accounts (HCFSAs) offered through FSAFEDS more…

TSP Launches Growth Potential Tool

October 18, 2024 My Federal Retirement

The Thrift Savings Plan launched a “Grow with the TSP” web page to highlight the potential growth that’s possible in accounts. more…

Survivor Annuitants Also Need to Make Decisions During 2024 Benefits Open Season

October 17, 2024 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Spousal survivor annuitants will need to make decisions about their health, dental and vision insurance benefits for 2025 during the upcoming benefits open season. Ed Zurndorfer discusses continued enrollment in the FEHB program and FEDVIP for family members, including eligibility and cost more…

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