Should I Stay or Should I Go?
When considering retiring as a federal employees, it is important to plan for income changes and taxes.
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.
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.
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.
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.
Best Wealth Preservation Techniques for Federal Employees
These 5 strategies can help federal employees build and preserve wealth as they plan for retirement.
Retirement Planning Myths vs. Reality for Federal Employees
These are 5 common retirement myths that impact federal employees.
Best Hidden Tax Savings for Federal Employees
These are six important tax savings opportunities for federal employees.
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?
Strategies to Minimize Taxes on SSA Retroactive Payments for Federal Retirees
Federal retirees can use these five techniques to help offset the increased taxes they may face due to the recent repeal of the WEP and GPO.
Retirement Account Management: Balancing Traditional and Roth Accounts
Strategizing a mix of traditional and Roth retirement accounts can help you save on taxes.
