Retirement Planning
The milestone ages that matter most for retirement planning
From catch-up contributions to required distributions, federal employees face key ages that can shape retirement income, benefits and tax planning.
Important dates for Social Security and Medicare
Key milestones and deadlines every beneficiary should know
Did you forget to file for Social Security?
Federal employees older than 70 may be leaving thousands on the table. Find out if you or your spouse are missing Social Security benefits.
Bill would give all workers federal-level retirement benefits
A sweeping proposal could extend Federal Employees Retirement System–level pensions to the private sector, reshaping how Americans plan for retirement.
As Social Security turns 90, lessons from the past can guide its future
From hurricane preparedness to policy reform, history shows how learning from past challenges can shape a stronger Social Security system moving forward.
How federal employees can check if their retirement estimate is accurate
Estimating your post-retirement income isn’t just math, it’s about getting the right data, understanding your service credit and avoiding costly missteps.
Why federal retirements are spiking this year
A sharp rise in retirement claims may be tied to fear instead of planning. If you're eyeing the exit, make sure you're not rushing into something you'll regret.
OPM’s digital retirement application is live. What that means for feds planning to retire
The new electronic retirement system promises a faster, more accurate process, but some users are still adjusting to the change.
What’s really going on with Social Security? Here’s what the latest numbers say
Benefits won’t disappear in 2033, but the clock is ticking. Here’s what federal retirees need to know.
Retired and confused about Medicare Part B? You’re not alone
From late penalties to premium reimbursements, here’s what every retired fed should understand about enrolling in Medicare Part B—and how it works with your FEHB plan.
Think you're ready to tap your TSP? Here's what you might be missing
Before touching your Thrift Savings Plan funds, make sure you understand the rules—and the risks—you might not have planned for.
Featured eBooks
Should you stay or should you go? 10 tips for navigating your federal retirement decision
What to consider—financially and emotionally—before leaving government service.
The ‘new deal’ for federal retirement: What the latest FERS proposals really mean for your benefits
Federal retirement has been a hot topic on Capitol Hill lately, with proposed changes sparking plenty of questions. Here’s a look at what’s on the table now.
Answers to some of your frequently asked questions about federal retirement
If you're thinking about retiring from federal service, here's what you need to know first.
Getting ready to retire
What you should do and how you should approach your retirement and health benefits planning before leaving federal service.
Let’s talk about Social Security
How do Old-Age and Survivor Insurance benefits fit into your retirement plans?
A crash course in retirement planning
Let's revisit my tips and resources for transitioning from employee to annuitant.
Look before you leap from the TSP
For federal employees weighing whether to leave the TSP, five certified financial planners offer their insights on what to be aware of and what flexibilities lay in the private markets.
Now or Later
For federal employees trying to weigh whether to retire in the current climate, there are a few things to consider for a sound night's sleep.
Too young to retire? What to know about early retirement offers
If you're one of the many federal employees being offered early retirement but are still years away from your Minimum Retirement Age, you may be feeling uncertain and anxious about whether to accept the offer now or wait to see what unfolds.
