Indirect Rollover 60-Day Rule and Other Guidelines
These are the pros and cons of indirect rollovers and how they differ from direct rollovers.
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.
Presidents and the Stock Market: Will the 2024 Election Impact Your Portfolio?
Does the presidential administration in office have much influence on your investments? Here is a historical analysis.
2025 FEHB Open Season Starts on November 11th. Are You In the Right Health Plan?
These are some tips to help federal employees choose the best 2025 health plan during the FEHB Open Season.
Beware! RMDs Are Silently Increasing Medicare Premiums
Without proper planning, RMDs in retirement can sharply increase Medicare premiums.
The Danger of the C, S and I Funds Near Retirement
Should federal employees change the TSP funds in which they are invested as they approach retirement?
The 5 Most Important Life Areas to Check Before Retirement
Not all aspects of a successful retirement relate to finances. These are 5 to consider.
I’m Retiring Soon, How Much Should I Have in My TSP?
This example gives federal employees an idea of how they can determine how much they must have saved to retire.
What is the Difference Between the COLA and Pay Raise?
The annual COLA and pay raise are complex and often a source of confusion. While both impact pay, they have important differences.
Dying With a Large TSP or IRA Balance
A lack of proper financial planning can leave your heirs with a significant tax liability.
2025 COLA Finalized: How Much Is It and Who Will Receive It?
The 2025 COLA has been released. Here is the pay increase federal retirees can expect starting in January 2025.
