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.
Retirement
Stay informed with the latest federal employee retirement news, including updates on FERS and CSRS, retirement eligibility rules, OPM retirement processing, and TSP performance as it relates to long‑term retirement planning. This category covers annual COLA updates, TSP news, survivor benefits, military service credit, retirement application guidance, and major OPM policy changes or federal legislation that could affect federal retirement benefits. Find clear, timely information to help current and former federal employees navigate retirement planning, benefit calculations, and post‑retirement considerations.
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?
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.
Understanding How A TSP Beneficiary Participation Account Works
A surviving spouse is the only survivor that can leave inherited funds, but there are important tax implications to be aware of with these accounts.
CSRS Offset: An Explanation of the Basics
What is CSRS Offset, and what impact does it have on your pension in retirement?
