When a Medicare Part B beneficiary dies, his or her estate or surviving family members may be entitled to a refund or monthly Medicare Part B premiums previously paid. This…

Most federal retirees are eligible to receive a monthly Social Security retirement benefit, starting as early as age 62.

Most of us would prefer not to pay up-front for anything that could be paid for at a later time. That is true for paying income taxes on retirement distributions,…

Over the past year, the IRS has significantly increased penalties on underpayment of both estimated tax payments and federal income withholding from salary and retirement income

This is the third of three FEDZONE columns presenting guidance for family members of deceased annuitants

This is the second of three FEDZONE columns presenting guidance for family members of deceased annuitants and the tasks that have to be performed in order for these surviving family…

One of the unfortunate life events that individuals experience at some point of their lives is the death of a loved one – a parent, sibling, child, or a spouse.

The Postal Service Reform Act of 2022 (PSRA) created a new group-sponsored health insurance plan, the Postal Service Health Benefits (PSHB) program.

For the Fourth Consecutive Year, IRS Waives RMDs for Beneficiaries of Inherited Traditional IRAs

This is the second of two FEDZONE columns discussing military service credit rules for federal retirement purposes including retirement under CSRS and FERS.