As a federal employee, retirement benefits under the Federal Employee Retirement System (FERS) are an important part of your financial future. Whether you're nearing retirement or just beginning your planning,…
Discover tax implications for delaying Required Minimum Distributions (RMDs) from your traditional TSP and IRA. Explore strategies to manage your tax liabilities effectively and take advantage of current tax benefits.
If you’ve been a federal employee for a while, you likely consider a regular cost-of-living raise as a given. You might expect something similar to the 5.2% increase you received…
Dan and Chelsea delve into retirement planning for those under FERS with a CSRS component. They also analyze the projected 2025 COLA and its implications for CSRS and FERS retirees.
This 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…
When you buy stock, the hope is that it will appreciate. But too much appreciation can lead to a "tax time bomb" in the form of excessive capital gains, leaving…
Discover what you should know to navigate recent changes to underpaid tax penalties that may affect federal employees and retirees. Stay updated to manage potential penalties effectively.
In my January Jump article, I promised to return with more real steps that you can take to enhance your retirement outlook. To that end, I'd like to discuss the…
Dan and Chelsea explore the details of FERS deferred and postponed retirement and review the current state of remote work for federal employees. They discuss relevant legislation that could influence…
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…