Retirement
Social Security Claiming Rules Invite Calamity
The author says that a combination of poor advice and out-dated rules expose seniors to consequences that last a life time.
How is the Annual COLA Different from an Annual Pay Raise?
Feedback we get indicates there is confusion about differences between the annual COLA and pay raise (understandably so). The author explains the differences.
2019 to Have Largest COLA Increase in 7 Years
What will the COLA increase be in 2019? Here is the new figure based on data just released early this morning.
Are You Covered for a Disability as a Federal Employee Outside of Work?
Federal employees have various options for protecting their incomes in the event of a disability.
Roth Re-Characterization Deadline Fast Approaching
Have you re-characterized a Roth IRA? This October has an important deadline for taxpayers using this technique.
Despite Fewer New Claims, Retirement Backlog Has Slight Uptick
Despite fewer incoming claims than the previous month, OPM’s retirement backlog moved slightly higher in September.
The Time is Now for Roth Conversions
Should you convert your TSP to a Roth TSP or Roth IRA? The author discusses some important considerations.
The ‘Unsustainable Path’ of USPS Retiree Health Benefits
How bad is the financial condition of the Postal Service’s retirement fund? A new GAO report analyzes the situation.
Key Posts Overseeing Financial Health of Social Security, Medicare Vacant For Years
Most Americans may not even realize there's a role in government for public trustees of Social Security and Medicare, but key posts in these oversight roles have been vacant for over three years.
Is ‘When Actually Employed’ Service Treated Differently From Full-Time Service?
Is WAE (When Actually Employed) service treated differently from full-time service?
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