Serving Those Who Serve Logo

Archives

2024 COLA Outlook: Gauging Inflation and Introduced Bills

02/23/2023
Upcoming Cost-of-Living Adjustment (COLA) for Social Security beneficiaries and federal annuitants. Plus, proposed legislation about both COLA and leave. COLAs for federal retirees’ pension income and social security benefits are linked to inflation, which is measured by one of the ... Read More

Four Follies that Can Ruin Your Federal Retirement

02/21/2023
Jen delves into items 1 to 4 from her ’10 more ways to ruin a federal retirement’ list. Jennifer Meyer, CFP© Hello again readers and thank you for joining me in our discussion of “Ten More Easy Ways to Ruin ... Read More

Medicare Part B Premiums Decreased in 2023: Is There a Catch?

02/09/2023
Is There Any Downside Resulting from the Decrease of Medicare Part B Premiums During 2023? Edward A. Zurndorfer For the year 2023, Social Security recipients received an historic 8.7 percent cost-of-living adjustment (COLA), the highest in 40 years. Meanwhile, Medicare ... Read More

10 MORE Easy Ways to Ruin a Federal Retirement (+1 Bonus Way)

01/17/2023
Another 10 mistakes that can be disastrous to your retirement from federal service. Jennifer Meyer, CFP© Hello readers. As promised here are the next ten errors that I identified when I began working on my article series “Ten Easy Ways ... Read More
Fedzone Images Medicare Part B Premium

Appealing a Medicare B Premium Notice

12/21/2022
What you need to know about taxable income, Social Security, and challenging a Medicare B Premium notice. Edward A. Zurndorfer– By this time at the end of 2022, all individuals who are currently enrolled in Medicare Part B (Medical Insurance) ... Read More
Podcast Covers E85 No Txt Website

FEDLIFE Podcast: 2023 COLA for FERS, CSRS, and Social Security

11/28/2022
Dan Sipe and Ed Zurndorfer are back to educate listeners on the latest news about COLA for recipients in 2023. Ed navigates eligibility, how it is determined, and what you can do to maximize this benefit. FEDLIFE Podcast (ep. 85): ... Read More
Podcast Covers Ep84 No Txt Website

FEDLIFE Podcast: Reversing a Social Security Claiming Decision

11/14/2022
Dan Sipe and Ed Zurndorfer unveil the benefits and consequences of reversing a Social Security claim while explaining the role of inflation when it comes to fixed incomes.  FedLife Podcast (Ep. 84): Reversing a Social Security Claim Decision with Ed Zurndorfer ... Read More

Quiz 31: The Thrift Savings Plan and Social Security

11/11/2022
Test your knowledge with our latest quiz then share with your federal friends on facebook or twitter! [ays_quiz id=”31″] Thrift Savings Plan and Social Security

SSA and IRS Announce Benefit and Contribution Limits for 2023

11/02/2022
Social Security Administration and the Internal Revenue Service Announce Benefit and Contribution Limits for 2023 Edward A. Zurndorfer This column summarizes the 2023 Social Security changes recently enacted by the Social Security Administration (SSA) and the 2023 inflation-adjusted IRA and ... Read More

OPM Announces 2023 COLA for CSRS and FERS Annuitants

10/26/2022
OPM has announced 8.7% COLA for CSRS, meaning 7.7% COLA for FERS annuitants. Edward A. Zurndorfer The Office of Personnel Management (OPM) recently announced the 2023 cost-of-living adjustment (COLA) for CSRS and FERS annuitants. The COLA will be effective December ... Read More