Many individuals preparing to claim Social Security retirement benefits are not aware of the Social Security “deemed filing” rule. Ed Zurndorfer explains it, and provides suggestions for married couples in which both spouses are eligible for a Social Security monthly retirement benefit as to how maximize their lifetime benefits more…
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OPM Restricts Salary History in Setting Federal Pay
The Office of Personnel Management issued a final rule Tuesday eliminating the use of non-federal salary history in establishing pay for job offers to newly-hired or returning federal employees more…
TSP and IRA Tax-Planning Moves for Federal Employees and Retirees
The stock market reached all-time highs during 2023. While that is encouraging news for TSP participants and IRA owners, Ed Zurndorfer suggests some tax-planning moves that federal employees and retirees should consider, including required minimum distributions (RMDs), Roth IRA conversions, and charitable distributions more…
FEGLI Handbook from OPM
The Office of Personnel Management has updated the handbook for the Federal Employees’ Group Life Insurance program more…
FEGLI Calculator: Calculating Federal Employees Group Life Insurance Options and Premiums
The FEGLI calculator will help you determine the face value and premiums of various combinations of FEGLI coverage plus plus view how the life insurance carried into retirement will change over time more…