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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 retirement purposes including retirement under CSRS and FERS.  This column discusses the amount of a military deposit for CSRS/CSRS Offset and FERS employees who want ... Read More

FEHB Highlights: Understanding Temporary Continuance of Coverage (TCC)

05/20/2024
What is TCC for FEHB (federal employee health benefits) program? Learn about canceling coverage and temporary continuance of coverage. This article covers canceling federal employee health insurance and temporary continuance of coverage (TCC). This is the tenth article in our ... Read More

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 retirement under both the CSRS and FERS retirement systems Military service includes active-duty service in the Army, Navy, Air Force, Marine Corps and Coast Guard ... Read More

The Fed15 Podcast: What Does It Mean to Prioritize Your Pension?

05/14/2024
Federal employees under both FERS and CSRS won’t want to miss this episode with financial planning tips about your pension, the TSP, and more! The Fed15 Podcast (Ep. 47): What Does It Mean to Prioritize Your Pension? Dan and Katelyn ... Read More

What is a Backdoor Roth IRA? Review Advantages and Tax Implications

04/22/2024
Understanding a “Backdoor” Roth IRA Including Advantages and Tax Implications A “backdoor” Roth IRA is a technique used by high-income individuals who are not eligible to contribute directly to a Roth IRA instead convert a traditional IRA to a Roth ... Read More

Avoid These Missteps When Filling Out Your Federal Retirement Package

04/17/2024
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

The Fed15 Podcast: Preparing for Your Federal Retirement

04/09/2024
5 key items to keep in mind as you get close to your retirement from the US federal government. Also – which is your most important federal benefit? FEHB? TSP? FERS? The Fed15 Podcast (Ep. 42): Preparing for Your Federal ... Read More

The FedLife Podcast: Waiting for the Enhanced FERS Retirement Annuity

04/05/2024
Why the special retirement supplement (SRS) is no substitute for the “enhanced” Federal Employee Retirement System annuity feds can get at age 62. Check Out Our Next Webinar on Retirement Planning for Federal Employees – REGISTER HERE FedLife Podcast (ep. ... Read More

The Fed15 Podcast: Top 5 Things You NEED for a Federal Financial Plan

04/02/2024
Top high-impact items that can help federal employees develop a sturdy financial plan. Also – Katelyn reviews the best (and WORST) accounts for inheritances. The Fed15 Podcast (Ep. 41): Top 5 Things You Need for a Federal Financial Plan Dan ... Read More

IRS Savers Tax Credit and Roth IRA Contributions

04/01/2024
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