Before You Relocate In Retirement, Consider The Cost Of Living
States like Florida, Nevada and Texas are popular with retirees because they don’t tax personal income at all. However, state income tax...
How To Choose A Professional Tax Advisor To Help Plan Your Retirement
In previous articles, we’ve talked about the importance of tax planning. The next step is choosing a tax advisor who understands how your...
Why DIY Retirement Planning May Not Work For Feds
Since your FERS annuity (pension), Social Security and Thrift Savings Plan (TSP) provide three streams of retirement income, you may be...
3 Reasons To Sell Your Home When You Retire
When retirement is on the horizon, one of the biggest decisions you need to make is deciding to stay in your home or sell it and relocate....
3 Reasons To Keep Your Home In Retirement
According to an AARP Home and Community Preferences Survey, 77% of adults age 50 and older want to remain in their home as long as...
Did You Know You Can Roll Money From A 401(k) Into Your TSP Account?
As a Thrift Savings Plan (TSP) participant, you have the option of rolling over money from eligible retirement plans like a 401(k), 403(b),...
Don’t Let The Probate Court Choose Your Executor
You may be surprised to learn that, even when you’ve prepared a proper Last Will & Testament, your estate is subject to oversight by...
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...
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...
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...
