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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 ...

The TSP and Required Minimum Distributions

A Thrift Savings Plan (TSP) participant who has separated from federal service (either left federal...

Is it Time to Update Your Beneficiaries? A Quick Checklist for Federal Employees

Life happens – marriages, divorces, births, deaths. And while federal employees are good at planning...

New Tax Bill Makes Charitable Giving More Challenging

One of the provisions coming out of the recently passed “One Big Beautiful Bill Act”...

Understanding the Inherited IRA RMD Rules

Over the past five years, many federal employees and retirees have inherited IRAs from relatives...

How Spouses’ Rights Apply to TSP Withdrawals

By law, a Thrift Savings Plan (TSP) participant’s spouse has certain rights to the participant’s...

Options for Withdrawing Funds from the Thrift Savings Plan: Option 3 – Rollovers

This is the third of four FEDZONE columns discussing the withdrawal options that are available...

Beyond Traditional Retirement: Smart Strategies for Couples with Age Differences

When there’s an age gap between spouses, retirement planning often gets more complex. Different timelines...

Options for Withdrawing Funds from the Thrift Savings Plan: Option 2 – TSP Annuity

This is the second of four FEDZONE columns discussing TSP withdrawal options that are available...

Qualified Charitable Distributions (QCDs) Continue to Be Popular Among IRA Owners

Qualified Charitable Distributions (QCDs) first became available in 2006 to individuals aged 70.5 and older....

Options for Withdrawing Funds from the Thrift Savings Plan: Option 1 – Installment Payments

This is the first of four FEDZONE columns discussing the withdrawal options that are available...

The Federal Employee Viewpoint Survey 2024: Key Insights and Takeaways

The 2024 Federal Employee Viewpoint Survey (FEVS) is in, and there’s some good news. Across the board,...

Federal Employee Veterans: Understanding and Maximizing the Benefits

You served in uniform to protect and defend the United States. Now you have a...

Federal Long-Term Care Insurance: Is it Worth the Cost?

Long-term care isn’t something most people want to think about, but it’s something many of...

Federal Retirement Planning for Single Employees: Unique Considerations

Planning for retirement always requires a thoughtful strategy, but for single federal employees, the stakes...

FERS Retirees Receiving the Special Retirement Supplement Annuity Must Report 2024 Earnings

Social Security is one of the three components of the FERS retirement. When a FERS...

Some Alternatives to “529” Education Savings Plans

Many financial advisors recommend “529” education savings plans to their clients in order to help...

Mandatory Roth TSP “Catch-Up” Contributions Take Effect January 1, 2026

On January 10, 2025, the IRS issued proposed regulations that facilitate the implementation and operations...

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