Roth Re-Characterization Deadline Fast Approaching
Have you re-characterized a Roth IRA? This October has an important deadline for taxpayers using this technique.
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.
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.
Is ‘When Actually Employed’ Service Treated Differently From Full-Time Service?
Is WAE (When Actually Employed) service treated differently from full-time service?
How Federal Employees Can Plan a Successful Early Retirement
If you are a federal employee who is considering early retirement, it is important to understand your options and whether or not it is feasible.
How is the FERS Annuity Supplement Calculated?
How does one calculate the special retirement supplement for FERS employees?
Largest COLA Increase Since 2012?
The COLA payments starting in January 2019 will probably include the largest increase since 2012.
Will Millennials Get Social Security?
Millennials need to stop asking if they will collect Social Security and start asking how will they manage the cost of seniors as their benefits are reduced.
Despite More Incoming Claims, OPM Retirement Backlog Reduced in August
OPM’s retirement backlog saw a noticeable improvement in August versus July despite more incoming claims.
