Learn how social security disability benefits differ from federal disability retirement. Disability retirement is considered “occupational” benefits Income from a FERS or CSRS disability pension is offset by social security disability benefits Any federal employee who becomes disabled after at ... Read More

Our deep dive into the Federal Employee Health Benefits (FEHB) program continues with examining how FEHB plans coordinate with other health coverage like Medicare, TriCare, and CHAMPVA. OPM’s FEHB Handbook is a dense digital document that details all the technicalities ... Read More

This week’s post-turkey podcast is about Medicare part D and why federal employees might want to reconsider enrollment. Dan goes over the earnings test for social security and the FERS special retirement supplement. Also – Dan comments on the new ... Read More

STWS Advisor Jennifer Meyer goes over the tax limitations of the Thrift Savings Plan (TSP). Then, she reviews the withdrawal rules that trip up federal retirees. Jennifer Meyer, CFP© In my previous articles, I shared thoughts and strategies for navigating ... Read More

Enrollment Types and Tax Savings Associated with the FEHB Program During the current Federal Employees Health Benefits (FEHB) program “open season”, federal employees who are enrolling in the FEHB program for the first time choose their enrollment type in the ... Read More

Inflation Reduction Act makes FEHB enrollees able to benefit from Medicare part D. 17 FEHB Plans will offer a Medicare part D component in 2024. FEHB open season is the time to evaluate the costs and benefits of part D. ... Read More

Understanding the earnings test for both social security retirement benefits and the FERS special retirement supplement (SRS) For both Social Security and the FERS special retirement supplement (SRS), there is an earnings test that can reduce or eliminate either benefit. ... Read More

Dan goes over the FERS Special Retirement Supplement while Katelyn talks federal news. The Fed15 Podcast (Ep. 22): The FERS Retirement Supplement Planning to retire before age 62? Make sure you understand the FERS retirement supplement, including why it exists ... Read More

Inflation cooling off? Katelyn takes a look at next year’s COLA for FERS, CSRS, and Social Security. Also – the best dates in 2024 to retire from federal service. The Fed15 Podcast (Ep. 21): 2024 COLA and Best Dates to ... Read More

The roundup of news for federal workers. Learn about the SECURE Act 2.0, proposed legislation to equalize cost-of-living adjustments for FERS retirees, and what’s up with the potential shutdown? This week’s overview of news for federal employees covers three important ... Read More