Category: Retirement

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7 Key Facts About Long-Term Disability and Offsets with FERS Explained

Key Takeaways

Offsets can significantly affect your FERS disability payments if you receive other related benefits.

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Return-to-Work Considerations After Disability: Myths vs Facts for Federal Retirees

Key Takeaways

Returning to work after disability doesn’t automatically end all federal retirement benefits; rules vary by situation.

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Best Survivor Benefits Guidance: Federal Survivor Annuities and Pension Options

Key Takeaways

Federal survivor benefits provide ongoing income to loved ones and require careful, timely election decisions.
Both

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Best Roth Conversion Strategy for Feds: Timing With Retirement and Tax Impact

Key Takeaways

Timing Roth conversions with retirement can help federal employees optimize tax outcomes and retirement flexibility.
Partial and phased conversions may offer greater control over taxes and integrate smoothly with

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Case Study: TRICARE Coordination for Federal Retirees and FEHB Rules

Key Takeaways

Coordinating TRICARE with FEHB can provide broader healthcare coverage options, but comes with specific rules an…

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7 Key Glidepath Design Strategies for TSP Investors Nearing Retirement

Key Takeaways

Revisiting your risk tolerance and asset allocation as you near retirement can reduce volatility and sequence risk in your TSP portfolio.
Integrating other retirement resources, withdrawal planning, and continued edu…

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