Guide to Inheriting a Spousal TSP
What options are available for a TSP account that belongs to a federal employee or retiree who passes away? Here is an overview of the available options.
Spousal Benefit
Do This if Your Spouse is Under FERS Too!
When two federal employees are a married couple under FERS, they have different benefits considerations than families with only one federal employee.
Should You Leave Some of Your Pension to Your Spouse?
What are the considerations for federal employees under FERS to leave survivor benefits to a spouse?
Leaving Your Legacy: How to Help Your Loved Ones Maximize Your Federal Benefits
Having a legacy plan is important in caring for your loved ones. These are some considerations for federal employees.
Surviving Spouse Benefit: What Kind of Income Would Your Spouse Like?
The author says that federal retirees can wind up paying more taxes than they have to due to misunderstanding available survivor benefit options.
Maximized Pension vs Survivor Protection: A Fresh Take on an Age Old Debate
Is the Surviving Spouse Benefit a good buy for federal employees? Here are some considerations.
Be Aware of TSP Spousal Beneficiary Rules
A TSP participant can designate anyone as a beneficiary to a TSP account, however, only a spousal beneficiary can choose to leave the funds in TSP. The author says it’s important to understand all implications of a spousal beneficiary deciding to keep funds inside of the TSP.
Can I Apply for Half of My Husband’s Social Security While Waiting to Withdraw Mine?
I am planning to retire at age 63 and waiting to withdraw my Social Security until I reach age 66. While my husband is still working, can he withdraw his Social Security at age 64? Can I apply for half of his Social Security while I am waiting to withdraw my Social Security?
What Should You Do If Your Spouse Dies and You Have a Spousal Annuity?
If your spouse dies (no children) and you have a spousal annuity, what should you do?
OPM Proposes New Definition of ‘Spouse’ as it Relates to Federal Benefits
In response to the announcement from the Obama Administration that it is extending marriage benefits to same sex couples, the Office of Personnel Management has proposed changing the definition of spouse for the purposes of providing federal benefits.
