6 traps you’ll want to dodge before submitting your retirement packet to OPM. Plus – an update on the OPM backlog as March 31. One of the top complaints we hear from recent federal retirees is related to the length ... Read More

Employees and Retirees Are Reminded of the April 15,2024 Deadline for Filing 2023 Tax Returns and Making First Quarter 2024 Estimated Tax Payments Federal employees and retirees have a few days left before the April 15,2024 deadline for filing 2023 ... Read More

It is important for life insurance policyholders to consider the tax implication when they buy life insurance. Many federal employees and retirees own life insurance policies. The main purpose of owning life insurance is to pay out a lump sum ... Read More

Everything feds need to know about enrolling in the federal employee health benefits (FEHB) program This is part eight of our series on OPM’s FEHB Handbook,  The previous sevens parts went over the following topics – Part One: General Overview ... Read More

Why Young Employees Should Consider 2023 Roth IRA Contribution and Perhaps Benefit from IRS’ Savers Tax Credit Young federal employees, especially those employees who entered federal service in 2023 after graduation from college, are encouraged to make their 2023 Roth ... Read More

The top 5 things that federal employees should keep in mind as their retirement date draws near. Before pulling the trigger and submitting your retirement application to OPM’s iron mountain, there are some important items to make sure you understand ... Read More

A Summary of the Tax-Smart Ways to Help Pay a Child’s Education Costs – Part II This is the second of two FEDZONE columns discussing the tax-preferred ways that federal employees can utilize in order to pay for their children’s ... Read More

Eligibility for federal employee health benefits (FEHB) – After a long pause, we’re resuming our deep dive into the FEHB program’s handbook. This article reviews which employees of the federal government are eligible for FEHB, and which aren’t. Back in ... Read More

Financial Planning for Federal Employees – Jen Meyer goes over the Top 5 things to consider when developing a federal financial plan. Jennifer Meyer, CFP© One of the most fulfilling aspects of my career is functioning as a financial teacher. ... Read More

A Summary of the Tax-Smart Ways to Help Pay a Child’s Education Costs – Part I Federal employees are well aware of the increasing costs of raising a child. Everything from feeding, clothing, housing, medical care and education (from nursery ... Read More