Retirement

Could I Do Better Investing My Annuity Contributions?

By on August 21, 2019 in Retirement with 0 Comments
Could I Do Better Investing My Annuity Contributions?

Could a federal employee under FERS wind up with more money investing his annuity contributions? The author provides an analysis.

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The FERS Earnings Test

By on August 20, 2019 in Retirement with 0 Comments
The FERS Earnings Test

Are you planning to retire before full Social Security retirement age? Be aware of these earnings tests under FERS.

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What It Means To Be FERS RAE Or FERS FRAE

By on August 19, 2019 in Retirement with 0 Comments
What It Means To Be FERS RAE Or FERS FRAE

You’ve likely heard of the FERS retirement system, but what is FERS RAE and FERS FRAE? These are the key differences.

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Could the Typical Fed Benefit from Capital Gains Reform?

By on August 15, 2019 in Retirement with 0 Comments
Could the Typical Fed Benefit from Capital Gains Reform?

A proposal is on the table to modify the capital gains tax. How likely is it to pass and what could it mean for your retirement savings?

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10 Retirement Budget Traveling Tips

By on August 14, 2019 in Retirement with 0 Comments
10 Retirement Budget Traveling Tips

Traveling on a retirement budget can be fun and affordable. These are some tips to help you plan your next trip.

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Calculating the 2020 COLA

By on August 14, 2019 in Retirement with 0 Comments
Calculating the 2020 COLA

We do not yet know the COLA amount for 2020 but the latest data available is now in.

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Tracking the 2020 COLA

By on August 13, 2019 in Retirement with 0 Comments

How is the COLA looking for Social Security recipients in 2020? The latest inflation data provide some insight.

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The 3 Big Retirement Myths That Could Wreck Your Plans

By on August 12, 2019 in Retirement with 0 Comments
The 3 Big Retirement Myths That Could Wreck Your Plans

These are three common mistakes federal employees can make that harm their retirement plans.

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The Retirement Math Problem

By on August 8, 2019 in Retirement with 0 Comments
The Retirement Math Problem

Taxes are expected to rise as the government continues to increase spending. These are some tax planning strategies to consider to protect yourself now.

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OPM’s Retirement Backlog Stays Steady in July

By on August 5, 2019 in Retirement with 0 Comments
OPM’s Retirement Backlog Stays Steady in July

How did OPM’s retirement backlog fare in July 2019? Here are the latest statistics from the agency.

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