The FedLife Podcast: Understanding the Backdoor Roth IRA
Explore the Backdoor Roth IRA, uncovering its advantages and tax implications to maximize your retirement savings strategy.
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.
FedLife Podcast: Understanding COLAs for CSRS, CSRS-Offset and FERS
Cost-of-living adjustments for federal retirees: Social Security COLA, CSRS COLA, and COLAs for CSRS-offset and FERS
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.
FedLife Podcast: Roth IRA Contributions and the Saver’s Tax Credit
Discussing the world of Roth IRA contributions and the Saver’s Tax Credit. Learn how these financial tools can help grow your wealth a secure your future.
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