We celebrate the New Year with our Top 5 “Most-Read” Blogs by ‘Benefits Ben’ in 2021 Complimentary Webinars 5. FERS Retirement Choices Click Here to Read Learn about the many options for FERS employees when it comes to claiming retirement ... Read More

Effective in 2022, RMDs from retirement accounts will be calculated with new life expectancy factors, making required distributions slightly less than they would’ve been with the old factors. Complimentary Webinars: Register Here Updated Life Expectancy Factors For the first time ... Read More

Ed breaks down for whom this month may be the best time to perform a Roth Conversion in their Individual retirement account. Edward A. Zurndorfer– Conversions of traditional IRAs to Roth IRAs can be performed at any time. Federal employees ... Read More

As you begin to approach retirement, it can be difficult to navigate the steps towards this massive change while keeping your federal employee health insurance intact. However, it’s actually not too difficult, and if you follow the five-year-rule, you can ... Read More

Reimbursement of Medicare B premiums is included in some Federal Employee Health Benefit (FEHB) plans. If you’re retired from the federal government, this can help lower your healthcare costs. At the age of 65, those who are retired from the ... Read More

What Federal Employees Who Plan to Retire During 2022 Need to Consider about the Current FEHB and FEDVIP Benefits’ “Open Season” Edward A. Zurndorfer While they are in federal service, federal employees are privileged to have one of the most ... Read More

In this episode, Dan Sipe and Ed Zurndorfer speak about what it means to be a reemployed annuitant, and compare the difference between phased retirement focusing on FERS, CSRS, and CSRS offset. Episode 60: Understanding Reemployed Annuity Compared to Phased ... Read More

Understanding Your Social Security Retirement Benefits, Including When to Start Receiving Them Edward A. Zurndorfer The earliest age an individual can receive monthly Social Security retirement benefits is age 62. However, if an individual elects to receive his or her ... Read More

Do you know the differences between the many types of FERS retirements? We’ll break down the requirements for immediate, reduced, early, deferred, postponed, mandatory, and disability retirements The Federal Employee Retirement System (FERS) offers many options for workers to collect ... Read More

You may qualify for a reservist pension before age 60. Here’s why it is important to make sure your healthcare coverage is affordable first. For those who have served more than 20 years in the National Guard, Air National Guard, ... Read More