Understanding How Original Medicare Works
Federal employees become eligible to enroll in Medicare when they become age 65. This is because an employee during his or her working lifetime has paid the Medicare payroll tax…
Federal employees become eligible to enroll in Medicare when they become age 65. This is because an employee during his or her working lifetime has paid the Medicare payroll tax…
The calendar says it is the middle of October. The Medicare annual enrollment period (AEP) has started, and the annual federal benefits “open season” is less than one month away.
It is the beginning of October and the year 2024 will end in less than three months. December 31,2024 is an important deadline for retired Thrift Savings Plan (TSP) participants…
Federal annuitants over age 65 have choices with regard to Medicare. There are four parts to Medicare. They are: (1) Medicare Part A – Hospital Insurance; (2) Medicare Part B…
The recent FEDZONE column entitled “Understanding Spousal IRA Beneficiary Rules” reviewed three IRS regulations concerning the naming of a surviving spouse as the beneficiary of the deceased spouse’s traditional IRA.
This column reviews three important required minimum distribution (RMD) rulings with regard to the naming of a surviving spouse as the beneficiary of the deceased spouse’s traditional IRA.
Much has been written in recent years in financial journals and media outlets about the year-of-death required minimum distribution (RMD). Nevertheless, the rules governing the year-of-death RMD continue to confuse…
The SECURE Act became law on January 1, 2020. One of the provisions passed as part of the SECURE Act was regulations on required minimum distributions (RMDs) for inherited IRAs…
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…
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…