What federal employees need to know about what happens to their benefits after death. Welcome to part nine of our series of “listicles.” We’ll be going over 5 key points to remember for several areas of retirement planning and employee ... Read More

This week’s quiz is about next year’s COLA, a recent lawsuit, and death benefits. SURVIVOR BENEFITS WEBINAR [ays_quiz id=”63″] **Written by Benjamin Derge, Financial Planner, ChFEBC℠ The information has been obtained from sources considered reliable but we do not guarantee ... Read More

Sudden Death. Don’t wait for the worst! Make sure your loved ones know these steps! Jennifer Meyer, CFP© Over my planning career that is now far closer to three decades than two, the most upsetting thing I encounter is a ... Read More

This week’s quiz is on the TSP, taxing Survivor benefits, and next year’s pay raise for federal workers. Take Our Other Quizzes:  Quiz #48 Quiz #47 Quiz #46 [ays_quiz id=”49″] You Might Also Enjoy This Podcast: FEDLIFE Podcast: Ins and ... Read More

STWS Advisor Jennifer Meyer dives deep into items 5 through 7 from her “10 MORE Easy Ways to Ruin a Federal Retirement” Series. Jennifer Meyer, CFP© Hello readers. Here is my next offering in my “10 MORE Easy Ways to Ruin ... Read More

How the IRS Taxes the Surviving Spouse Benefits of Deceased Federal Employees and Annuitants Ed Zurndorfer – Unfortunately, over the years there have been married federal employees who died while in federal service or after they have retired from federal ... Read More

Edward Zurndorfer discusses how a spouse and young children become eligible for a Social Security benefit based on the individual’s Social Security earnings record– A previous FEDZONE column discussed how an individual becomes eligible for a Social Security monthly retirement ... Read More

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

Ed dives into the five questions federal employees should consider when seeking enrollment outside insurance.  FEDLIFE Podcast (Ep. 83): The Ins and Outs of Pension Maximization Pension maximization allows federal employees to forgo their own survivor annuity to receive a ... Read More

The fourth article from Ed about Life Insurance Options for feds – make sure you get all the details about “pension-max” Edward A. Zurndorfer This is the fourth of four FEDZONE columns during the month of September in conjunction with ... Read More