Charitable Bequests and Retirement Assets: Trends Impacting Public Sector Retirees
Key Takeaways
Including charities in retirement plans is increasingly popular among public sector retirees and can offer both personal fulfillment and community benefit.
Understanding tax rules, plan compliance, and proper procedure…
Building a Retirement Plan for Federal Couples: Best Practices and Strategies
Key Takeaways
Coordinating federal retirement benefits as a couple can unlock greater financial security and flexibility.
What to Expect From Your Federal Retirement Meeting
Key Takeaways
You should walk into your federal retirement meeting prepared with clear questions, organized docume…
Beneficiary Designations vs. Wills: What Every Public Sector Retiree Should Know
Key Takeaways
Beneficiary designations usually control who receives retirement assets, not wills.
Regularly review and update your records to ensure your benefits go to your intended recipients.
Pros & Cons of Choosing a FEHB Plan for Chronic Conditions and Ongoing Care
Pros & Cons of Choosing a FEHB Plan for Chronic Conditions and Ongoing Care
Key Takeaways
Choosing TSP L Funds vs Individual Funds: Key Differences for Retirees Q&A
Choosing TSP L Funds vs Individual Funds: Key Differences for Retirees Q&A
Key Takeaways
TSP L Funds offer …