Retirement
Essential Year-End Financial Planning for Federal Employees
A little financial planning now can go a long way for federal employees in the upcoming year.
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
Dying With a Large TSP or IRA Balance
A lack of proper financial planning can leave your heirs with a significant tax liability.
Retirement
Reasons NOT to Do Roth Conversions
These are 8 scenarios when it might not make sense to do Roth conversions.
Retirement
Annual Leave Payout Taxed at 40%?!
Federal employees with a large annual leave payout at retirement could be surprised with a large tax bill if they do not plan properly.
Retirement
Should I Pay Off My Mortgage With My TSP?
Without proper planning, a large TSP withdrawal can dramatically increase your tax bill.
Retirement
Retiring Abroad? Changes to Federal Benefits, Social Security Benefits, and Tax Rules for an Expat
Are you a federal employee considering retiring overseas? These are some important financial considerations.
Pay & Benefits
Navigating the 2025 Tax Landscape: Changes on the Horizon for Taxpayers
Millions of Americans could see their taxes rise beginning in 2026, so proper planning now is imperative.
Retirement
Best States to Retire: Tax-Free Retirement, Cost-of-Living, and Quality of Life
Federal employees who may be considering relocating after retirement should consider cost of living, lifestyle and taxes in each states.
Retirement
5 Ways a FERS Basic Annuity May Be Reduced
Federal employees will have some expenses in retirement that cut into their monthly annuity payments, so budgeting for these in advance is important.
Retirement
Why Retiring Federal Employees Should Think Twice About Moving to a No-Income Tax State
Are states with no income tax always the best choice for federal retirees? These are some considerations.