Social Security Facts: A Quick Reference for Advisors and Clients
Counselors of Social Security should be knowledgeable about the program’s benefits, as it will provide a large percentage of retirees’ income in the future….
Answers To Your Questions About Social Security Benefits, COLA and Spousal Benefits Rates
Did I miss out on Social Security’s 5.9% COLA for 2022? Q: Full retirement age (FRA) was in November of last ye…
Seven Aspects In Which Your Financial Literacy Changes Once You Retire
Financial literacy covers a broad range of topics, including budgeting, saving, investing, and retirement planning. How…
The Oklahoma City Bill Exempts Veterans From Retirement Taxes.
Republican Reps. Kevin McDugle, Tammy Townley, R-Broken Arrow, Robert Manger, and R-Ardmore of Oklahoma City celebrated the approval of their bill in the House of Representatives. This bill would grant Oklahoma veterans a 100% tax exemption on their retirement benefits due to their s…
Federal vs. Private Sector Retirement Programs
There are several significant advantages that federal retirement systems have over private-sector plans. In some ways, federal retirement systems (for both military and civilian service) …
The Decision Point for Social Security
Social Security dominates many people’s retirement income. So, when should you start receiving Social Security benefits? While many individuals successfully retire and start receiving
You may be eligible for the Lump-Sum Annuity.
One of the most misunderstood components of federal retirement policy is the “lump-sum option,” often known as the “alternative form of an annuity.” Even though it is no longer widely available, many employees nearing retirement age still ask for it.
What to Know About the FEGLI’s Living Benefit
The living benefit is a provision available through the
What To Do About Social Security
A lot of people have retired in the past few years. Many government employees have elected to end their service because of the pandemic, market instability, the shift in p…
Senate Urges Diversity in TSP Offerings
Senate Democrats are urging the Federal Retirement Thrift Investment Board in Washington to give federal employees more options for investing in funds managed by various a…
