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.
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
Retirement Account Management: Balancing Traditional and Roth Accounts
Strategizing a mix of traditional and Roth retirement accounts can help you save on taxes.
Federal Workforce News
The IRS Is Targeting Federal Workers Over Unpaid Taxes — Here’s What You Need to Know
The IRS has stepped up enforcement efforts against federal employees with unpaid taxes.
Retirement
The Big Beautiful Bill: A Closer Look at Its Tax Surprises
The One Big Beautiful Bill contains some tax breaks that can help federal employees and retirees.
Retirement
What the One Big Beautiful Bill Act Means for Federal Employees
Federal employees dodged a bullet on proposed benefits cuts in the One Big Beautiful Bill, but there are other important tax changes to be aware of.
Retirement
Can TSP RMDs Mean a Bigger Bill From the IRS?
RMDs can push retirees into higher tax brackets. Strategic Roth conversions can mitigate this, saving significant taxes over time. Plan wisely!
Retirement
Navigating Taxes in Federal Retirement: What You Need to Know
Federal employees should not overlook taxes in retirement planning. Understand how pensions, Social Security, and TSP withdrawals impact your tax situation.
Retirement
Why Some of Your Contributions Should Be in Roth TSP
Federal employees can balance their TSP contributions between Traditional and Roth to optimize tax savings now and tax-free growth later.
Pay & Benefits
4 Reasons to Avoid Traditional TSP
These are some reasons why federal employees may want to consider avoiding the traditional TSP.
Retirement
Best Tax-Saving Strategies for Federal Employees
These are among the best ways federal employees can minimize taxes in retirement.