The Ultimate FERS Retirement Checklist: 5, 3, and 1 Years From Retirement
Master FERS retirement with a 5-, 3-, and 1-year checklist to secure your benefits, finances, and lifestyle for a smooth transition.
🇺🇸 In honor of those who gave everything in service to this nation — FedSmith observes Memorial Day with gratitude. 🇺🇸
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.
Master FERS retirement with a 5-, 3-, and 1-year checklist to secure your benefits, finances, and lifestyle for a smooth transition.
According to FINRA research, most investors underestimate or ignore hidden investment fees, risking long-term returns and retirement security.
Downsizing and shedding financial burdens before retirement can unlock greater freedom, flexibility, and peace of mind.
Is military retirement taxable? Understand tax rules for military retirement pay, including federal income tax for disability military retirement benefits.
What allocation does Google's AI recommend for federal employees investing in the TSP? The answer is a distilled product of the Internet.
Roth conversions can be valuable, but if done incorrectly they can cause more harm than good.
A pension is one of the big advantages of federal retirement benefits, but it also means a federal employee's investing strategy should be different.
The FRTIB has finalized a rule for Roth in-plan conversions in the TSP in anticipation of the feature’s launch later this month.
Eligible federal employees can contribute to both TSP and IRAs in 2026, with combined limits potentially upwards of $40,000, subject to income and IRS rules.
Should Roth IRA investments be handled differently than traditional IRA investments?