Paying Federal Income Tax on Social Security Benefits
With No Inflation Adjustments in 40 years, More Social Security Beneficiaries Are Paying Federal Income Tax on Their Benefits
How Survivor Benefits of Deceased Federal Employees and Annuitants Are Taxed
How the IRS Taxes the Surviving Spouse Benefits of Deceased Federal Employees and Annuitants
Social Security Benefits May Be Payable to Eligible Family Members
Edward Zurndorfer discusses how a spouse and young children become eligible for a Social Security benefit based on the individual’s Social Security earnings record
How the IRS Taxes CSRS and FERS Annuities
Tax season is now in full swing. This article breaks down the federal taxation of federal government pensions – both FERS and CSRS.
The Importance of Having an Estate Plan
Six estate planning tips for federal employees, including wills, POAs, and more…
No More Required Minimum Distributions for Roth TSP Participants
SECURE Act 2.0 Eliminates RMDs on Roth Retirement Plans: What Does It Mean to Roth TSP Participants?
Medicare Part B Premiums Decreased in 2023: Is There a Catch?
Is There Any Downside Resulting from the Decrease of Medicare Part B Premiums During 2023?
SECURE Act 2.0 Allows for Rollover of Unused 529 Plan Funds to a Roth IRA
The SECURE Act 2.0 made a lot changes that could impact your financial strategy, including being able to rollover unused 529 money into a Roth IRA
There is Still Time to Make IRA Contributions for 2022
Now Is a Good Time for Employees to Make Their 2022 IRA Contributions If They Have Not Already Done So
How SECURE Act 2.0 Can Enhance Your Retirement Savings
SECURE Act 2.0 Passage Allows for Enhanced Retirement Savings: Increase in RMD Age from 72 to 73 Effective 1/1/2023 and Then to Age 75 Effective 1/1/2033.