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IRS Issues Final RMD Rules Under SECURE Act 2.0: What Should Affected Individuals Do?

09/03/2024
The SECURE Act became law on January 1, 2020. One of the provisions passed as part of the SECURE Act was regulations on required minimum distributions (RMDs) for inherited IRAs and qualified retirement plans (including the Thrift Savings Plan). The ... Read More

Financial Considerations of Owning Two Residences in Retirement – Part III

08/27/2024
This FEDZONE column is the third of three FEDZONE columns presenting the financial considerations of owning two residences in retirement. This column discusses financial management, considerations when choosing a financial advisor to assist with planning, and time considerations for “planning ... Read More

Financial Considerations of Owning Two Residences in Retirement – Part II

08/20/2024
This FEDZONE column is the second of three FEDZONE columns presenting the financial considerations of owning two residences in retirement. The first column discussed choosing owning versus renting a second residence and determining legal domicile. This column discusses health care ... Read More

Financial Considerations of Owning Two Residences in Retirement – Part I

08/12/2024
For most federal retirees, retirement is a time of change. One of those changes is a change in residence. Some federal retirees prefer to live in one location during the winter and another location during the summer. The term “snowbirding” ... Read More