Click here for more about Thrift Savings Plan Rates...

12 mos. ending
04/30/09

G 3.45%
F 3.93
C -35.26
S -33.35
I -43.06

Click here for more about Cost of Living Adjustments...
-3.8%
with 6 months left in the count
Note: if count finishes negative, annuities won’t be reduced
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  Key Retirement Trends
How Life Priorities Shift with Age
Many Challenges Ahead for Medicare
Study Charts Effect of Markets on Savings
Graying of Workforce Continues
Getting the Most from Your Retirement Benefits
Annual Leave Cash-in at Retirement
Waivers of the Five-Year Rule: Possible but Rare
Bridging the FERS Income Gap
Understanding Early Outs and Buyouts
Personal Finances
Withdrawal Strategies after Losses
Converting an IRA to Leave a Larger Inheritance
Realistic Expectations for Investment Real Estate
Achieving and Keeping a Good Credit Score
Publisher’s Perspective
Nice Work, if You Can Get It
 
 
  Q: What's happening on the Hill that might affect my retirement?
A: MAY 2009 UPDATE -- Following are the bills currently in Committee on the Hill that may have an effect on your retirement benefits. Watch FRI's Your Federal Retirement Monthly newslet... (Read More)
Q: How much of my annuity will be federally taxable?
A: In an effort to make the computation of the taxable portion of the annuity somewhat easier, the IRS adopted a simplified, safe harbor method. When initially adopted in 1987, use of this method was opt... (Read More)


  Retirement Policy
Buyout Repayment Waivers are Rare
Weekly vs. Daily Benefits in FLTCIP
TSP Withdrawal Policy Revised
Reservist Policy Changed
New Guidance on Application Procedures
Federal Retiree Financial & Estate Planning
Creating a Charitable Trust
The Value of a Power of Attorney
Variable Annuity Alternatives
Using Wills to Avoid Probate
Good Time For Giving
Federal Retirement Benefits
Exceptions to ‘Offset’ Provision
Claiming Benefits Upon a Death
Exceptions to ‘Windfall’ Provision
FLTCIP Purchase Considerations
Caution Urged on FEHB Changes

Using Donations to Avoid Taxes
Donating a Life Insurance Policy
Examine Life Insurance Options
Strategies for Investment Properties
IRA Distribution Strategies


 

 

 

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