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
Federal Employees & Retirees Tax Information
Employees and Retirees Are Reminded of the April 15,2024 Deadline for Filing 2023 Tax Returns and Making First Quarter 2024 Estimated Tax Payments
Understanding the Tax Consequences of Owning Life Insurance Policies
It is important for life insurance policyholders to consider the tax implication when they buy life insurance.