Tag: Survivor Benefit

What Happens to My Retirement Contributions if I Die Soon After I Retire?

By on August 20, 2015 in Q&A, Retirement with 0 Comments

If I were to pass away after only being retired a couple of years, I will have only had taxes excluded on a portion of my pension. If my wife and I elected no survivor annuity, does she get the remainder without paying additional taxes on it, since it has already been taxed?

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Spouse's Survivor Benefit at the Time of Death

By on April 15, 2015 in Q&A, Retirement with 0 Comments

I am 60. I would like to continue to work at least until I’m 62 but if I were to pass away before retiring, would my wife be able to apply for a survivor’s pension based on my being eligible for retirement at the time I died?

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Social Security and CSRS Survivor Benefit

By on January 14, 2015 in Q&A with 0 Comments

My husband is retired from the military. He will receive military retired pay and social security pay. Would his social security annuity be reduced if he receives my CSRS as a survivor benefit?

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Wording of Divorce Decree Trips up Claim for Survivor Benefits

By on October 1, 2014 in Court Cases with 0 Comments

There are plenty of ways to mess up a divorce decree so that a surviving ex-spouse cannot claim a survivor annuity. This recent case is yet another example of what not to do.

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Modified Divorce Ruling Handed Down Before Retirement Must Be Considered In Deciding Survivor Annuity

By on August 27, 2014 in Court Cases with 0 Comments

In yet another case involving the current wife and ex-wife fighting over a federal retiree’s survivor’s annuity, the appeals court finds error in handling by OPM and MSPB and bounces the case back for another round. See why.

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What Every Federal Employee’s Financial Planner Should Know About Federal Retirement and Benefits

By on June 25, 2014 in Retirement with 0 Comments

Federal employees have some unique features to their financial lives, so financial advisors should know about them.

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Homicide, Suicide and A Federal Retirement Payment

By on April 15, 2014 in Court Cases with 0 Comments

A retired federal employee killed his wife. Should the sons of the former federal employee receive the lump-sum payment from his annuity or should the son of the retired federal employee’s wife receive the money? The MSPB decides.

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