Roth Conversion Strategy in the New Tax Era
If you’re a regular reader of the STWS blog, you’ll know it’s about that time of year again… In recent years, writing about the JORC (the “joy of Roth conversions,”…
FED-15 Explained (Podcast)
Federal Agency News
FEDLife & The Fed15 Podcast: Federal Employee Retirement & Benefits Talks
The Fed15 Podcast | Ep. 158: OPM Retirement Timeline + Schedule Policy Career Explained
Federal employees approaching retirement or following recent workforce developments may have questions about what to expect. In this episode, Dan and Katelyn explain OPM's retirement process and discuss the recent…
More than Pensions: Understanding Retirement Federal Tax Planning
Most federal service employees select their retirement date based on a few factors, including FERS/CSRS pension payouts or Social Security timing. However, this approach may not fully consider the potential…
2026 IRMAA Brackets: Medicare Income Limits, Premiums, and What Feds Need to Know
Many federal retirees are surprised to learn that Medicare premiums are not the same for everyone. Once your income exceeds certain thresholds, Medicare imposes an additional surcharge known as the…
New Medicare Cards Being Issued: Legitimate CMS Policy or a Scam?
Over the years, senior citizens in the US have been the victim of many scams and fraudulent activities. The Centers for Medicare and Medicaid service (CMS) recently found an issue…