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Thursday, January 14th, 2021
Federal Employee Handbooks

Retirement & Financial Planning Report

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Using a Trust to Incentivize Your Heirs

Published: August 30, 2018

So-called “incentive trusts” offer rewards to trust beneficiaries who accomplish certain goals. With such a trust, beneficiaries might receive particular …More

Satisfaction with Health Plan Tends to Remain Stable

Published: August 23, 2018

People who stay with one health insurance plan for many years tend to get no more satisfied with it over …More

Leaving Now, Getting Retirement Benefits Later

Published: August 23, 2018

If you have five or more years of creditable civilian service but don’t meet any of the combinations for immediate …More

If Marrying at Older Age, Consider a Prenup

Published: August 23, 2018

Those marrying at older ages should at least consider a prenuptial agreement, since both spouses may come into a marriage …More

Having Mortgage at Older Age Not Necessarily a Bad Sign, Report Says

Published: August 15, 2018

An increasing share of households with persons age 60 and older have mortgage debt than in the past but that …More

Special Considerations for Retirees in Living Benefits Policy

Published: August 15, 2018

If you are in the unfortunate situation of qualifying for a “living benefit” under the Federal Employees Group Life Insurance …More

The Key Roles in a Trust Arrangement

Published: August 15, 2018

When you create a trust as part of your estate plan, there are three roles to fill: * The grantor. …More

Education Leads to Longer Career but Health Biggest Factor

Published: August 9, 2018

Having a higher level of education is helpful in achieving a goal of extending a working career but is no …More

Getting Federal Retirement Credit for Military Service

Published: August 9, 2018

Generally, a federal employee must waive military retired pay in order to receive credit for military service in the computation …More

Getting Tax Benefits from Variable Annuities

Published: August 9, 2018

If you invest in a variable annuity, you can enjoy several tax benefits: * Tax-free buildup. Any investment earnings won’t …More

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Retirees at All Wealth Levels Are Protective of Assets

Published: August 2, 2018

Retirees in each of three levels of assets show the same type of reluctance to draw down those assets and …More

FLTCIP Coverage Can Be Decreased or Upgraded

Published: August 2, 2018

Any employee or retiree who is eligible for coverage under the Federal Long Term Care Insurance Program–and that includes the …More

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Moving in Retirement Changes More than Your Location

Published: August 2, 2018

Moving to a new home in retirement? Along with the lifestyle changes, remember to pay attention to: * Estate planning. …More

IRS, Lottery Scams Target Older Persons, Committee Finds

Published: July 26, 2018

A caller pretending to be from the IRS and falsely accusing people of owing back taxes and penalties is the …More

What Counts Toward Your High-3

Published: July 26, 2018

Your “high-3” is central to calculating your annuity. Therefore, it’s essential that you know what’s included and excluded. Included in …More

‘Joint Tenant’ Property Ownership Has Plusses, Minuses

Published: July 26, 2018

Many people, especially married couples, hold real estate, securities, and other assets as “joint tenants with right of survivorship” (JTWROS). …More

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Report Underscores Importance of Health Benefits

Published: July 19, 2018

Health insurance benefits are such a high priority to workers that nearly half of them say they are very or …More

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The Fine Points of Crediting Unused Sick Leave toward Retirement

Published: July 19, 2018

There are several fine points of crediting unused sick leave, including one that proves to be a disappointment to many …More

Word Choices Count in Insurance Matters

Published: July 19, 2018

Whenever you’re dealing with an insurance company, or if you’re in a situation that probably will lead to an insurance …More

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Focus on Fixed Expenses in Retirement, Says Report

Published: July 12, 2018

Retirement planning often is based on an assumption that certain expenses will decrease and the household will be able to …More

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FEDweek Handbooks blank BUY NOW: 2021 FERS Handbook
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Questions forum

Publisher’s Perspective

  • Voluntarily Preparing to End Your Career Involuntarily

    Much of the emphasis on federal retirement planning focuses on being prepared to leave employment […]

  • Fed Benefits: Happy Days or Curb Your Enthusiasm?
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    The election of Joe Biden has produced a reaction among many federal employees and their […]

More in Publisher's Perspective

TSP

  • Turbulent Start for TSP as Valuations Remain High
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    Markets began this week with a sell-off. The S&P 500 was down on Monday, with […]

  • Best Time to Call ThriftLine? Not Monday or Tuesday Morning
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    “Call me, don’t be afraid, you can call me, Maybe it’s late but just call […]

View TSP chart

Retirement Benefits

  • Survivor Benefits Before, After Retirement Differ

    If you are a CSRS employee, your spouse will receive 55 percent of the annuity […]

  • Annual Leave Cash-in Just ahead for Retiring Employees
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    One reason many federal employees choose to retire around the turn of the year is […]

More in Retirement Benefits

Financial & Estate Planning

  • Relieving Your Survivors of the Burden of Funeral Planning

    Although no one wants to think about their own funeral arrangements, ignoring the issue can […]

  • Beneficiary Considerations for Your IRA
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    Chances are you’ve spent a certain amount of time on the creation of your will. […]

More in Estate Planning

Retirement Policy

  • Think Hard Before Taking Refund of Retirement Contributions

    If you’re thinking of leaving government without having reached retirement eligibility, you’ll need to decide […]

  • FEHB Coverage Rules for Your Survivors
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    For your surviving family members to continue your FEHB benefits enrollment after your death, both […]

More in Retirement Policy

Taxes & Insurance

  • Assigning a FEGLI Policy Means Losing Much of the Control

    You can choose to assign—that is, transfer ownership of—Federal Employees Group Life Insurance coverage. This […]

  • Adjusting Your Withholdings for Cash Flow
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    Many people like the feeling of receiving a refund each year when they do their […]

More in Taxes & Insurance
TSPL IncomeL 2020L 2030L 2040L 2050G FundF FundC FundS FundI Fund
12 mo5.15%%11.26%13.16%14.79%0.97%7.50%18.31%31.85%8.17%
YTD5.15%%11.26%13.16%14.79%0.97%7.50%18.31%31.85%8.17%
Dec1.07%%2.79%3.34%3.83%0.07%0.14%3.84%7.24%4.64%
View TSP chart
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