Some 2022 Year-End Tax Planning Suggestions for Federal Employees
Here are seven great tips for tax planning as 2022 wraps up.
SSA and IRS Announce Benefit and Contribution Limits for 2023
Social Security Administration and the Internal Revenue Service Announce Benefit and Contribution Limits for 2023
OPM Announces 2023 COLA for CSRS and FERS Annuitants
OPM has announced 8.7% COLA for CSRS, meaning 7.7% COLA for FERS annuitants.
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.