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