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

FERS CALCULATOR

WEBINARS / SEMINARS

Article Search

Fears Among Older Americans (1)

Fears Among Older Americans Have Resulted in Historic Numbers Claiming Their Social Security Benefits During the First Half of 2026

Starting January 1,2026 and ending May 31,2026, a record 1.8 million Social Security applications were...

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....

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...

More Than Pensions Understanding Retirement Federal Tax Planning

More than Pensions: Understanding Retirement Federal Tax Planning

Most federal service employees select their retirement date based on a few factors, including FERS/CSRS...

2026 Irmaa Brackets

2026 IRMAA Brackets: Medicare Income Limits, Premiums, and What Feds Need to Know

Many federal retirees are surprised to learn that Medicare premiums are not the same for...

New Medicare Cards Being Issued Legitimate Cms Policy Or A Scam

New Medicare Cards Being Issued: Legitimate CMS Policy or a Scam?

Over the years, senior citizens in the US have been the victim of many scams...

What If Retirement Lasts 30 Years

What If Retirement Lasts 30 Years? Planning for a Longer Future

For years, many retirement conversations assumed a much shorter timeline. A Fed might retire, draw...

Survivor Benefits Protecting Your Spouses Future

Considerations for Helping to Protect Your Spouse’s Future

Most Feds start retirement planning by looking at their own pension, Social Security, and Thrift...

How Playing It Safe Could Hurt Your Retirement

How Playing it Safe Could Hurt Your Retirement

One goal of retirement planning is nest-egg protection. You also need to consider what that...

Survivor Benefits Planning For Retiring Employees

A Retiring Employee’s Planning for Survivor Benefits

An important part of a retiring federal employee’s retirement plan is understanding and planning for...

Section 530a Trump Accounts

What Feds Need to Know About the New Section 530A “Trump” Accounts

Section 530A “Trump” accounts have generated significant interest among parents seeking to understand how the...

Opms Retirement Quick Guide

OPM’s “Retirement Quick Guide”

The Office of Personnel Management (OPM) has provided an online “retirement quick guide.” The “retirement...

Schedule Policy Career Executive Order

Schedule Policy/Career: What Federal Employees Need to Know About the June 2026 Executive Order

On June 3, 2026, President Trump signed Executive Order 14410, titled “Implementing Schedule Policy/Career in...

Dealing With The Financial Burden Of A Spouses Death

Dealing With the Financial Burden of a Spouse’s Death

A spouse’s death can have devastating financial consequences on the surviving spouse, particularly if the...

Medicare Part B And Fehb Do You Need Both

Medicare Part B and FEHB: Do You Need Both?

Turning 65 creates a Medicare decision for many Feds. Some retirees assume they should sign...

1 2 3 … 69 Next »

GET MORE FROM YOUR
FEDERAL BENEFITS PACKAGE

SCHEDULE AN INITIAL CONSULTATION TODAY!