Retirement

Am I Allowed to Contribute to Both a Roth IRA and the Roth TSP?

By on April 24, 2019 in Q&A, Retirement with 0 Comments
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?

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Social Security, Medicare Projected to Continue Gradual Financial Declines

By on April 23, 2019 in Retirement with 0 Comments
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.

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Upcoming Social Security Trustees Report: What’s The Difference Between Bad News and Worse News?

By on April 21, 2019 in Retirement with 0 Comments
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.

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Watch Out for This Retirement Tax Trap

By on April 16, 2019 in Retirement with 0 Comments
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.

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FERS Disability Retirement: To Resign or Not to Resign

By on April 16, 2019 in Retirement with 0 Comments
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?

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When is the Best Date to Take SSA’s Early Out Retirement Offer?

By on April 10, 2019 in Retirement with 0 Comments
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.

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How Much Will Be in My IRA?

By on April 9, 2019 in Retirement with 0 Comments
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?

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Baby Boomers and the ‘7 Deadly Sins’ of Retirement Planning

on April 9, 2019 in Retirement with 0 Comments
Yet another recent study shows just how woefully unprepared Baby Boomers are as a group for retirement. Here are "seven deadly sins" highlighted that you should avoid in your financial planning if you want to have a successful retirement.

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FERS Disability Retirement: SF 3112C: Physician’s Statement

By on April 8, 2019 in Retirement with 0 Comments
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.

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Despite More New Claims Than Usual, Retirement Backlog Improves

By on April 5, 2019 in Retirement with 0 Comments
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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