It’s an “Official” Bear Market
The S&P 500 has officially entered a bear market. These are some important concepts for federal employees to consider as they analyze their financial plans.
Taxes
Stay informed on tax rules and implications affecting federal employees and retirees, including guidance on taxes for FERS and CSRS annuities, Social Security taxation, TSP withdrawals, and retirement income planning. Explore updates on IRS regulations, withholding rules, state tax considerations, and policy changes that influence how federal retirement benefits are taxed. Find clear explanations and practical insights to help federal employees understand how different income sources are treated and how tax changes may impact their financial planning.
Revisiting the 7 Biggest Risks to Federal Retirees 5 Years Later
These are 7 risks federal employees face in retirement. Some of them have become a greater threat in the last 5 years.
“SECURE Act 2.0” Would Make Tax Changes in 2022 and Beyond
A bill dubbed “SECURE Act 2.0” is moving through Congress. How would it impact the finances of federal employees?
Valuable Tax Benefits for IRA Owners Who Give to Charities
If you are taking RMDs from an IRA, there is a way you can save on taxes while also giving to charity.
If “Build Back Better” Doesn’t Extend 2017 Tax Cuts… What’s That Mean for Your Retirement?
The growing debt our country is facing means that taxes are likely to rise in the future. What does this mean for your retirement?
Reduce Your Retirement Tax Bill by Strategic Giving
How can donations help you reduce your taxes in retirement? These are some strategies.
Why Most Retirees Overpay Taxes
Are you making these investing mistakes? They can potentially cost you more in taxes than you would otherwise have to pay.
Why Tax planning is SO important in Retirement
Proper tax planning is essential to make the most of your money in retirement. These are a few examples.
How Do I Avoid Running Out of Money in Retirement?
How can you avoid running out of money in retirement? These are some withdrawal strategies for your TSP to ensure you don’t.
End-of-Year Financial Planning Strategies
The last quarter of the year is a good time to review your finances. These are some financial planning strategies to reduce taxes and prepare for the coming year.
