Guidance for Beneficiaries of Federal Annuitants – Part III
This is the third of three FEDZONE columns presenting guidance for family members of deceased annuitants
Guidance for Beneficiaries of Federal Annuitants – Part II
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…
Guidance for Beneficiaries of Federal Annuitants – Part I
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.
Understanding PSHB Program
The Postal Service Reform Act of 2022 (PSRA) created a new group-sponsored health insurance plan, the Postal Service Health Benefits (PSHB) program.
RMDs for Beneficiaries of Inherited Traditional IRAs
For the Fourth Consecutive Year, IRS Waives RMDs for Beneficiaries of Inherited Traditional IRAs
Military Service Credit Rules for Federal Retirement – Part II
This is the second of two FEDZONE columns discussing military service credit rules for federal retirement purposes including retirement under CSRS and FERS.
Military Service Credit Rules for Federal Retirement – Part I
This is the first of two FEDZONE columns discussing military service credit rules for federal retirement under both the CSRS and FERS retirement systems
Cost of Living Adjustments: How COLAs Work for FERS Annuitants
Understanding Cost-of-Living Adjustments (COLAs) - Part II – How COLAs Work for FERS
Cost-of-Living Adj.: How COLAs Work for CSRS and CSRS-Offset Annuitants
Understanding Cost-of-Living Adjustments (COLAs) - Part I – How COLAs Work for CSRS and CSRS-Offset
What is a Backdoor Roth IRA? Review Advantages and Tax Implications
Understanding a “Backdoor” Roth IRA Including Advantages and Tax Implications