Open an IRA This Year to Fund Next Year
When you open an IRA during this calendar year, you have until the income tax filing deadline to make an IRA contribution.
Author: Francis Xavier (FX) Bergmeister
How to Reduce Your Medicare Part B Premium Surcharge
If your household income has changed, you may need to file a form to notify Medicare so your premiums adjust accordingly. This information can help.
Federal Long Term Care Insurance Still on Hold for New Applicants
OPM has extended the suspension on long term care insurance (FLTCIP) applications.
How a Roth and Traditional Blend Can Give You Flexibility When It Comes to TSP Distributions
Having TSP funds in both traditional and Roth accounts can benefit federal employees when they reach retirement.
Need a Longevity Illustrator Calculator? Here Are Four to Try
Longevity calculators can be useful in developing a retirement savings plan.
New TSP Members Might Want to Explore Roth Contributions
New federal employees can save a lot on future taxes by using the Roth TSP.
The TSP Mutual Fund Window is Too Expensive
Federal employees should consider using alternate methods instead of the Mutual Fund Window to access mutual funds outside of the TSP.
Are the TSP’s Lifecycle Funds Considered ‘To’ or ‘Through’ Target Date Funds?
The TSP Lifecycle funds are designed to limit volatility until their designated dates.
Want an Annuity? Wait for Your Required Minimum Distributions
Required minimum distributions can act as an annuity of sorts. Could they ever deplete your retirement account?
Use Your Thrift Savings Plan to Increase Your Social Security Retirement
What is “pensionizing” and could it help to increase your retirement income?
