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Understanding the Pitfalls of HSAs and Medicare

November 16, 2023 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Ed Zurndorfer highlights the important rules that an health savings account owner in their 60’s needs to heed in order to avoid being subject to an IRS penalty when they enroll in Medicare. Practical examples are included more…

Health Care FSA Contribution Limits Increase for 2024

November 15, 2023 My Federal Retirement

Enrolling in an FSA during open season gives participants a pre-tax benefit that’s used to pay for eligible medical, dental, and vision care expenses not covered by a health care insurance plan more…

Senate Bill Would Increase COLA for Many Federal Retirees

November 9, 2023 My Federal Retirement

If passed, the Equal COLA Act would end the disparity between the two federal retirement systems (CSRS and FERS) and ensure all federal retirees receive full cost-of-living adjustments on their annuities more…

Rules for Keeping FEHB Health Benefits in Retirement

November 8, 2023 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Ed Zurndorfer outlines the requirements needed to be met for federal employees to keep their Federal Employee Health Benefits into retirement more…

What to Expect for the 2023 Federal Benefits Open Season

November 7, 2023 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Ed Zurndorfer discusses important details for the Federal Benefits Health Benefits (FEHB) program federal employees and retirees should be aware of in 2024 more…

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