Retirement
Am I Allowed to Contribute to Both a Roth IRA and the Roth TSP?
Can I contribute to both a Roth IRA and the Roth TSP?
Social Security, Medicare Projected to Continue Gradual Financial Declines
The 2019 Trustees reports show that Medicare and Social Security are viable for now but remain on an unsustainable financial path.
Upcoming Social Security Trustees Report: What’s The Difference Between Bad News and Worse News?
The 2019 Social Security Trustees report is slated for release soon. The author says if there is bad news about the program’s future, now is the time to report it.
Watch Out for This Retirement Tax Trap
Will your income in retirement be less than it is now? As the author illustrates, you could be surprised thanks to required minimum distributions.
FERS Disability Retirement: To Resign or Not to Resign
What impact does resigning have on a federal employee’s ability to qualify for Federal Disability Retirement?
When is the Best Date to Take SSA’s Early Out Retirement Offer?
SSA is offering some of its employees an “early out” on retirement. The author explains the best dates for these employees to plan their retirement.
How Much Will Be in My IRA?
You have to begin taking withdrawals from your IRAs when you reach a certain age. How likely is this to exhaust your principal?
Baby Boomers and the ‘7 Deadly Sins’ of Retirement Planning
FERS Disability Retirement: SF 3112C: Physician’s Statement
How does the physician’s statement form fit into the FERS Disability Retirement application? The author explains its important role in the process.
Despite More New Claims Than Usual, Retirement Backlog Improves
Despite more incoming claims than usual in March, OPM was able to make a sizable reduction to the retirement backlog.
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