Retirement
How Different Inheritances Are Taxed and What That Means for You
Will you owe taxes if you inherit money or property? What about taxes for TSP beneficiaries?
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.
Retirement
Navigating Roth Conversions Under the One Big Beautiful Bill Act
The OBBBA extends lower tax rates, easing Roth conversions. These are some important considerations for federal employees.
Retirement
Should I Stay or Should I Go?
When considering retiring as a federal employees, it is important to plan for income changes and taxes.
Retirement
Maximize Your Retirement: The Power of Smart Asset Location
Asset location is an often overlooked tax savings strategy. Learn how placing assets in the right accounts can boost returns.
Retirement
Tax Today, Freedom Tomorrow: Understanding the TSP’s New In-Plan Roth Conversion Proposal
In-plan Roth TSP conversions are one step closer to reality after a new proposed rule was issued by the FRTIB.
Retirement
Could Your Federal Employer Health Benefit Plan Be a Source of Tax Revenue to Shore Up Social Security?
Taxing employer sponsored insurance plans may be a stealthy way to increase the taxable wage base used by Social Security.
Retirement
Best Wealth Preservation Techniques for Federal Employees
These 5 strategies can help federal employees build and preserve wealth as they plan for retirement.
Retirement
Retirement Planning Myths vs. Reality for Federal Employees
These are 5 common retirement myths that impact federal employees.
Retirement
Best Hidden Tax Savings for Federal Employees
These are six important tax savings opportunities for federal employees.
Retirement
The $60,000 Question: How to Fund Big Retirement Expenses Without Wrecking Your Tax Plan
What lessons can be gleaned from a former federal employee's home renovation project about tax-efficient withdrawals in retirement?