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New IRS Regulations on Year-of-Death RMDs

09/08/2024
Much has been written in recent years in financial journals and media outlets about the...

Maximizing Your FERS Annuity: Strategies for Higher Retirement Income

08/31/2024
As a federal employee, your retirement benefits under the Federal Employee Retirement System (FERS) are...

Financial Considerations of Owning Two Residences in Retirement – Part III

08/27/2024
This FEDZONE column is the third of three FEDZONE columns presenting the financial considerations of...

Financial Considerations of Owning Two Residences in Retirement – Part I

08/12/2024
For most federal retirees, retirement is a time of change. One of those changes is...

Preparing for Retirement: Understanding FERS With a CSRS Component

08/07/2024
If you’re a federal government employee nearing your retirement transition, knowing where your post-job pension...

Making the Most of Your FERS: Deferred vs. Postponed Retirement Explained

07/28/2024
We speak with thousands of Feds each year during our complimentary Serving Those Who Serve webinars about...

How to Get a Medicare Part B Premium Refunded After the Death of a Loved One

07/26/2024
When a Medicare Part B beneficiary dies, his or her estate or surviving family members...

Part-Time Work and the Impact on Federal Retirement Benefits

07/24/2024
As a full-time federal government employee, you’re entitled to a retirement pension if you meet...

What Federal Retirees Can Do to Minimize Medicare Part B IRMAA

07/20/2024
Most federal retirees are eligible to receive a monthly Social Security retirement benefit, starting as...

Your June TSP Update: C Fund Soars on Shaky Footing, While F Fund Continues to Fight for a Comeback

07/10/2024
Jennifer Meyer, CFP© As we wrap up the first half of 2024, there is much...

Potential Adjustments to Mandatory Retirement Ages for Federal ATC and Pilots

07/08/2024
The aviation industry is buzzing with discussions about raising the mandatory retirement age for federal...

IRS Increasing Estimated Tax Penalties: What Federal Employees and Retirees Need to Know

07/07/2024
Over the past year, the IRS has significantly increased penalties on underpayment of both estimated...

Investing for Feds: Key Concerns When It Comes to Structuring Your Portfolio

06/25/2024
One of the most common questions we get asked here at Serving Those Who Serve...

Guidance for Beneficiaries of Federal Annuitants – Part II

06/21/2024
This is the second of three FEDZONE columns presenting guidance for family members of deceased...

COLAs and pay raises lower than they should be? You have a way to fight back.

06/19/2024
We have some mixed news for our feds on the 2025 COLA front.   To clarify,...

Guidance for Beneficiaries of Federal Annuitants – Part I

06/14/2024
One of the unfortunate life events that individuals experience at some point of their lives...

What is the FERS Survivor Annuity Supplement?

05/29/2024
If you’re under the age of 60 and collecting a FERS survivor annuity, you might...

The Best US Federal Government Agencies to Work For in 2024

05/22/2024
NASA Ranked Top Large US Federal Agency to Work for 12th Straight Year: read about...

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