Not affiliated with The United States Office of Personnel Management or any government agency

Not affiliated with The United States Office of Personnel Management or any government agency

Missy E

Licensed Agent

Enterprise User

More Articles by Missy E

Best Practices for Setting Up Your SSA Account and Checking Earnings Online

Key Takeaways Regularly monitoring your MySSA account ensures accurate earnings records and protects your future Social Security benefits. Setting up...

Case Study: Verifying High-3 and Service Computation for Federal Retirement

Key Takeaways Verifying your High-3 and service computation is vital to ensuring accurate federal retirement benefits. Proactive record review and...

Roth Conversion Strategy Guide: Federal Employee Benefits and Tax Implications

Key Takeaways Roth conversions can impact federal retirement benefits, tax obligations, and healthcare costs based on timing and income considerations....

Estate Planning for Blended Families: Trusts vs. Wills and Key Challenges

Key Takeaways Blended families require careful estate planning to balance the needs of spouses, children, and stepchildren. Trusts often offer...

How-to Approach Health Expense Budgeting in Retirement for Federal Employees

Key Takeaways Proactive health expense planning can help federal retirees better manage both expected and unexpected medical costs. Federal benefits...

Myth vs Fact: Essential Estate Planning Documents for Federal Retirees

Key Takeaways Estate planning goes far beyond just having a will, and it affects all federal retirees—not just those with...

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