Federal Employee Survivor Spousal Checklist
What should a federal employee’s surviving spouse do when s/he dies? This is a checklist for handling federal benefits.
What should a federal employee’s surviving spouse do when s/he dies? This is a checklist for handling federal benefits.
A surviving spouse is the only survivor that can leave inherited funds, but there are important tax implications to be aware of with these accounts.
The author says that our current low tax environment may not last which makes now more than ever the time to utilize proactive tax planning strategies.
Without smart planning, distributions from other sources of retirement income can drive up your Medicare costs. The author provides an explanation.
Taking IRA and TSP distributions tax free can reap big savings, and with the recent tax law changes, savings opportunities may be even better.
Have you thought about what your tax bill may be at retirement? These are some strategies available to federal employees to offset a future tax burden.
What is your plan for retirement? The author lists some tips to help you make sure you are on the right track.
Volatility in the stock market has been increasing. How can you avoid letting your emotions get in the way of your retirement plans?
2018 marks the 20th anniversary of the Roth IRA. Here is some information about how it can help you prepare for your retirement.
When it comes to your retirement, are you headed in the right direction? The author provides an analogy to illustrate.