Coordinating the FERS Supplement With the Earnings Test: Impact and Trends
Key Takeaways
Understand how the FERS Supplement interacts with post-retirement earnings and when the annual test applies…
Case Study: Pre-Retirement Planning at Age 57—Key Steps for Federal Employees
Key Takeaways
Effective pre-retirement planning at age 57 equips you for a smoother transition from federal service.
Understanding your benefits, income sources, and available resources helps avoid common retirement pitfalls….
Survivor Election and Spousal Consent Steps: Myths vs Facts for Federal Retirees
Key Takeaways
Understanding survivor elections and spousal consent is essential for making informed federal retirement decisions.
Recent and upcoming changes to policies can impact your benefits—stay updated and review your opti…
Roth Versus Traditional: Federal Employee Retirement Trends for 2026
Key Takeaways
Federal retirement trends show a shift toward Roth contributions as policies and the 2026 landscape evolve.
Understanding tax differences between Roth and traditional accounts can guide your long-term retirement plan…
Q&A: Prescription Coverage for Federal Retirees and USPS—Key Questions Answered
Key Takeaways
Stay informed about recent changes in federal retiree prescription coverage, including eligibility and coordination with Medicare….
Interfund Transfer Timing: Strategies and Case Studies for Federal Retirees
Key Takeaways
Strategically timing interfund transfers can help federal retirees better manage risk and align investments with their unique goals.
Learning from real-life scenarios and understanding non-financial factors can help …