Federal Retirement Blogs & Benefits Planning Insights | Serving Those Who Serve

FERS CALCULATOR

WEBINARS / SEMINARS

Article Search

Dolly Parton

Saint Dolly: Celebrating Dolly Parton and a Legacy of Giving

At the bright, young age of 10 years old, I found myself standing in the...

C Fund

TSP Funds Explained: What is the C Fund?

Welcome back to the third installment of our series on the TSP Funds! In Part...

Sun Sets On Form 3107

The Sun Sets on Form 3107: What Federal Employees Need to Know About OPM’s New Digital Retirement Process

For generations, retiring from federal service meant navigating a mountain of paperwork. Retirement applications were...

F Fund

TSP Funds Explained: What is the F Fund?

In Part 1 of our five-week series on the TSP funds, we explored the G...

G Fund

TSP Funds Explained: What is the G Fund?

The Thrift Savings Plan (TSP) offers federal employees and members of the uniformed services a...

Parents And Grandparents Should Beware Of The Kiddie Tax When Helping Their Children And Grandchildren

Parents and Grandparents Should Beware of the “Kiddie Tax” When Helping Their Children and Grandchildren

At this time of year with the start of the fall semester for colleges and...

Could Medicare Advantage Become The Default For Federal Retirees

Could Medicare Advantage Become the Default for Federal Retirees?

If you’ve been following healthcare policy lately, you may have seen headlines about a proposal...

A Guide To The Eight Us Uniformed Services (002)

A Guide to the Eight U.S. Uniformed Services and Their Financial Benefits

When most people think of the uniformed services, they immediately think of the military. While...

A Uniformed Services Benefits Primer (002)

A Uniformed Services Benefits Primer: What Every Service Member Should Know

Understanding your benefits is essential to making informed financial decisions. The Uniformed Services offer one...

Understanding The Tax Consequences Of College Scholarships And Financial Assistance

Understanding the Tax Consequences of College Scholarships and Financial Assistance

A federal employee has a child entering college this fall. The child is fortunate to...

Understanding The New Fers Rules For Deferred Retirement (1)

Understanding the New FERS Rules for Deferred Retirement

Over the years and particularly over the last 18 months, there have been thousands of ...

two people working in a coffee shop

Working in Retirement? Watch for These Tax Surprises

Retirement no longer means every Fed stops working on the last day of federal service....

Benefits Payable Upon Death

Benefits Payable Upon the Death of a Former Federal Employee

A recent FEDZONE column entitled “Understanding the New FERS Rules for Deferred Retirements” discusses...

529 Plan Tax Deductions By State

529 Plan Tax Deductions by State: How Much Can You Save in 2026?

Saving for your child’s education can be challenging, but a 529 plan remains one of...

Feds And Annuities Why The Annuity Key Doesnt Fit Every Lock

Feds and Annuities: Why the Annuity Key Doesn’t Fit Every Lock

There’s no shortage of annuity salespeople trying to convince you that a private annuity can...

How Irmaa Is Calculated

How IRMAA Is Calculated: The Two-Year Lookback, Income Triggers, and Planning Strategies for Federal Retirees

For many federal retirees, the Income-Related Monthly Adjustment Amount (IRMAA) comes as an unexpected layer...

29 Ways To Use A 529 Plan

29 Ways to Use a 529 Plan… Including New Rules and Expanded Uses

What do “Macarena” by the Bayside Boys, “Killing Me Softly” by the Fugees, “Ironic” by...

Roth Conversion Strategy In The New Tax Era

Roth Conversion Strategy in the New Tax Era

If you’re a regular reader of the STWS blog, you’ll know it’s about that time...

1 2 3 … 70 Next »

GET MORE FROM YOUR
FEDERAL BENEFITS PACKAGE

SCHEDULE AN INITIAL CONSULTATION TODAY!