Many retirees are not aware that Social Security monthly disability and retirement benefits are potentially federal and (in some states) state taxable. Social Security beneficiaries who receive monthly benefits should be aware that federal income tax withholding from monthly benefits ... Read More

On January 5, 2025, H.R. 82, also known as the Social Security Fairness Act, previously passed in the House and Senate with bipartisan support, was signed into law by President Biden. For CSRS and CSRS Offset Feds and survivors, it ... Read More

Heads up! This is not the most updated information on this topic. With the passage of the Social Security Fairness Act in January 2025, the impact of WEP on CSRS and CSRS Offset pensions was largely eliminated. Check out our ... Read More

Dan and Katelyn explore the Windfall Elimination Program and its impact on CSRS employees. They also review the performance of the TSP funds for August and year-to-date. Check Out Our Next FERS Webinar for Federal Employees – REGISTER HERE The ... Read More