Serving Those Who Serve Logo

Article Search

Military Service Credit Rules for Federal Retirement – Part II

05/22/2024
This is the second of two FEDZONE columns discussing military service credit rules for federal...

Military Service Credit Rules for Federal Retirement – Part I

05/15/2024
 This is the first of two FEDZONE columns discussing military service credit rules for federal...

Cost of Living Adjustments: How COLAs Work for FERS Annuitants

05/08/2024
Understanding Cost-of-Living Adjustments (COLAs) – Part II – How COLAs Work for FERS  Federal annuitants...

Three Things Your Federal Employee Financial Plan Needs

05/01/2024
Three more things not to miss in a Federal Financial Plan, including pension prioritization and...

Understanding the Tax Consequences of Owning Life Insurance Policies

04/11/2024
It is important for life insurance policyholders to consider the tax implication when they buy...

2025 Social Security COLA

04/03/2024
After an 8.7% COLA in 2023 and a 3.2% adjustment in 2024, the downward trend...

Top 5 Points to Consider as Your Federal Retirement Date Approaches

03/27/2024
The top 5 things that federal employees should keep in mind as their retirement date...

The Case for Roth Conversions through 2025

03/14/2024
The Case for Roth Conversions through 2025: Maximizing Tax Savings for Federal Government Employees and...

How to Report Interest Income to IRS [Form 1040]

03/11/2024
Interest and Dividend Income Received During 2023 Must be Reported on Form 1040 Individuals filing...

There is Still Time for Employees to Make 2023 IRA Contributions

02/28/2024
Learn the advantages of making 2023 IRA contributions before the April deadline. Although the December...

Customer Service Nightmare Looming Over the SSA

02/21/2024
The Social Security Administration Faces a Customer Service Crisis as Record Number of Americans Reach...

FERS Annuity Supplement Is No Substitute for the Enhanced FERS Annuity

02/12/2024
Ed dives deep into why waiting until 62 to retire might be the best option...

COLA for FECA at 3.3% for 2024 & More Federal News

01/22/2024
A round-up of news from around the federal government: COLA for FECA recipients. And NASA...

Non-Appropriated Fund Service and Retirement

01/18/2024
How Non-appropriated Fund (NAF) Service Affects Civil Service Retirement A Nonappropriated Fund (NAF) employee is an...

Financial Planning at the Onset of Federal Retirement

01/11/2024
Learn the importance of managing income in the first several months after retiring from the...

2024 GSA Gas Reimbursement Rates Recently Released

01/08/2024
For feds who use privately owned vehicles, some reimbursement rates rose while others dipped depending...

Changes to the TSP and IRAs Effective in 2024

01/03/2024
SECURE Act 2.0 Legislation Affecting the TSP and IRAs Starting January 1, 2024 SECURE Act...

FEHB Open Season Decisions (Part 4): Dependent Care Flexible Spending Accounts

12/06/2023
Benefits “Open Season” Means It Is Time for Employees to Enroll or to Re-Enroll in...

GET MORE FROM YOUR
FEDERAL BENEFITS PACKAGE

SCHEDULE AN INITIAL CONSULTATION TODAY!