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Social Security Issues Warning of Widespread Scam Texts

March 6, 2020 My Federal Retirement

Social Security

The texts warn about a Social Security number problem and ask the recipient to call a number back to resolve the problem and avoid legal action more…

Congress Changes ‘Kiddie’ Tax Rules for 2019 and Retroactively for 2018

February 28, 2020 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Federal benefits expert, Ed Zurndorfer, explains the complicated “kiddie” tax — how Congress changed it in 2018, then reversed the changes — and the important choices affected individuals now have more…

TSP Urges Investors: ‘Stick With Your Plan’

February 27, 2020 My Federal Retirement

The Thrift Savings Plan sent a reminder to investors this week: “Try not to let short-term market movements steer you off course.” more…

TSP Annuity COLA Calculation to Change in March

February 26, 2020 My Federal Retirement

The Thrift Savings plan is changing the cost-of-living adjustment rate used to calculate the annual increase for annuities with an increasing payment option more…

TSP Hardship Withdrawal Options Would Expand Under Proposal

February 25, 2020 My Federal Retirement

The new rule would allow Thrift Savings Plan participants to take hardship withdrawals for expenses related to natural disasters more…

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