Year: 2024

Resources

What You Need To Know About State Taxes On Your Retirement Income

Will your retirement income be subject to state income taxes? It depends. Because the rules for taxes on retirement income differ from...

Read More

Resources

What You Need To Know About Annuities With Long-Term Care Riders

The headlines say it all – as more and more Baby Boomers retire, America is headed for a Long-Term Care (LTC) crisis. According to the...

Read More

Retirement

Are You Headed For A Debt Crisis In Retirement?

Over the last 30 years, more retirees are carrying consumer debt like credit cards into retirement. Even when adjusted for inflation, the...

Read More

Retirement

Did You Know Some Retirement Income Is Tax Free?

As you know, income from your FERS annuity (pension), Social Security and traditional Thrift Savings Plan (TSP), is subject to federal...

Read More

Resources

4 More Federal Retirement Myths That May Lead You Astray  

When conversations during office coffee breaks turn to talking about retirement, there are a number of myths that federal employees...

Read More

TSP

Is It Time To Reconsider Investing In The Roth TSP?

If you decided against contributing to the Roth TSP because you believe you’ll be in a lower tax bracket in retirement, you may want to...

Read More

Retirement

Don’t Assume Your Tax Bracket Will Be Lower In Retirement

If you assume you’ll be in a lower tax bracket when you retire from federal service you’re really dropping the ball. Especially if the...

Read More

Retirement

Do You Really Need $1-Million For Retirement?

When it comes to determining how much savings you’ll need for a financially-secure retirement, everyone seems to have a different...

Read More

Retirement

Why Your Income Taxes May Be Higher In Retirement

Fifty years ago, retirement planning was fairly straightforward and the majority of retirees ended up in a lower income tax bracket than...

Read More

Resources

Tips For Managing Your 3 Streams Of Federal Retirement Income 

As a FERS participant, you can retire relatively young with a full, immediate FERS pension (annuity) and you’re eligible for Social...

Read More
Close