Major Changes to Charitable Giving Tax Rules Begin in 2026
Starting 2026, new charitable tax rules add non-itemizer deductions, AGI floors, and 35% caps, making careful planning essential for maximizing benefits.
Author: Francis Xavier (FX) Bergmeister
Planning to Work Part-Time After Federal Retirement?
Federal retirees who plan to work part-time after retirement should be aware of the potential impacts to their federal retirement benefits.
Advantages of Writing Checks to Make QCD Distributions
Writing checks directly from an IRA to make QCDs can be a simple, efficient, and tax-advantaged way to donate funds during retirement.
What to Do When Your Doctor Does Not Take Medicare
Although most physicians participate in Medicare, some do not. Here is how the process works.
Navigating Roth Conversions Under the One Big Beautiful Bill Act
The OBBBA extends lower tax rates, easing Roth conversions. These are some important considerations for federal employees.
Health Examinations Can Save Your Life
A retirement seminar tip led to a life-saving discovery during a routine dental visit. Learn how simple medical check-ups can have a huge impact.
Manage Your Flexible Spending Account Funds Before They Are Forfeited
Your FSA funds are valuable. Don’t let them go to waste.
Could Your Federal Employer Health Benefit Plan Be a Source of Tax Revenue to Shore Up Social Security?
Taxing employer sponsored insurance plans may be a stealthy way to increase the taxable wage base used by Social Security.
The Office Can Be a Dangerous Place for Investment Advice
Don’t let office vibes dictate finances. Explore broader implications for investments and Social Security in the One Big Beautiful Bill Act.
Why is Age 63 an Important Retirement Milestone?
There are many important ages when it comes to retirement for federal employees. Age 63 may be one of the most overlooked.
