Chris Kowalik outlines what’s changing, what’s not, and what it means for your take-home pay in the new year more…
FAQs During a Government Shutdown for Federal Employees & Retirees
With a possible government shutdown looming, federal employees and retirees are asking questions of how it affects their pay, leave and annuity payments more…
5 Common Mistakes to Avoid When Performing Roth IRA Conversions
The idea of receiving tax-free income in retirement via Roth IRAs has attracted many federal employees and retirees. However, Ed Zurndorfer describes the five most common mistakes you should be aware when performing a Roth IRA conversion — and the questions you need to ask before doing it more…
End of Year Deadline for Required Minimum Distributions
Ed Zurndorfer explains which federal employees and retirees must take a required minimum distribution (RMD) from their retirement savings with a strict end-of-year deadline. Practical examples are included more…
Considerations for Lump Sum Annual Leave Payment When Retiring at End of Year
Many federal employees retire at the end of December or early January before the start of a new leave year in order to maximize their lump-sum payment for unused annual leave hours. Ed Zurndorfer presents a comparison of two retirement dates for an employee retiring at the end of leave year more…