Reversing a Social Security Benefits Claiming Decision
Here are the options for reversing a social security benefits claiming decision and their consequences
Deadline for Correcting 2021 IRA Excess Contributions is October 17, 2022
Learn about excess contribution penalties and instructions on how to submit a correction to the IRS.
Now is a Good Time to Consider a Roth IRA Conversion for Many Employees
For Many (But Not All) Employees, Now is a Good Time to Consider a Roth IRA Conversion
How to Make Penalty-Free Pre-Age 59.5 Traditional IRA Withdrawals
Ed provides insight on SEP exceptions and 72(t) withdrawals - both can allow pre-age 59.5 withdrawals without penalties.
Understanding the Advantages and Disadvantages of Pension Maximization
The fourth article from Ed about Life Insurance Options for feds - make sure you get all the details about "pension-max"
Different Types of Individual Term Life Insurance Policies For Feds
Federal Employees: Understanding the Different Types of Individual Term Life Insurance Policies
Federal Employees: Choices and Applying for Life Insurance Coverage
This column will present the choices federal employees have with respect to addressing their life insurance needs.
Federal Employees and Retirees: Life Insurance Needs and Choices
What Federal Employees and Retirees Should Know About Their Life Insurance Needs and Choices
Roth IRA Conversion: Appropriate for Federal Employees No Matter Their Age?
Roth IRA Conversions Can Be Appropriate for Federal Employees No Matter Their Age
Surviving Spouse’s Option with Respect to a TSP Beneficiary Account
Understanding a Surviving Spouse’s Option with Respect to a TSP Beneficiary Account - If there is no TSP beneficiary form on file for a TSP account, then the distribution of…