Retirement
How to Create a Successful Portfolio in 2024
Federal employees must properly structure their investment portfolios to ensure a successful retirement.
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.
Pay & Benefits
Can You Have Too Much in the Wrong Accounts?
There are three primary types of investment accounts, and different strategies are needed for each to minimize taxes.
Pay & Benefits
Can Federal Employees Pay a 0% Tax on Investment Gains?
How do capital gains taxes work? Can they ever be avoided entirely?
Retirement
Beware of This if You Plan to Work After Retirement!
Federal employees who are planning to work after retirement need to be aware of these potential pitfalls.
Retirement
Massively Valuable Strategy Helping Federal Employees Stay Wealthy
Roth accounts are a powerful tool that can help you avoid future taxes.
Pay & Benefits
IRS Tax Penalty Jumps to 8%; A Big Surprise is Coming to Millions of Americans
Inflation has driven up tax penalty interest rates which may come as a shock to millions of taxpayers.
Retirement
The Basics of Estate Planning
Do you understand the basic components and guidelines of proper estate planning?
Retirement
The Case for Roth Conversions Through 2025
Federal employees and retirees may be wise to consider Roth conversions before 2026 to help lower their future tax burdens.
Pay & Benefits
Tax Strategies When Taking TSP Withdrawals
Tax planning is important when withdrawing money from your TSP account, otherwise you may be paying more in taxes than you have to.
Retirement
Taxes on Social Security: What You Need to Know
Will your Social Security benefits be taxed and what implications are there for federal employees and retirees?