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Avoid common errors (TSP matching, Roth/TSP pitfalls, early Social Security claiming) that can drain retirement savings. Learn what those mistakes mean for your balance. Studies show federal employees who plan with an advisor can unlock up to $18,000 more in lifetime benefits (see Annuity.org Retirement Stats)
Let’s Start With a Free ConsultationDec 12, 2024
How Many Retirees Are Under CSRS?
How many retirees are under csrs? About half of retired federal workers and their surviving dependents receive benefits from the Civil Service Retirement System (CSRS).
Read MoreDec 6, 2024
Things to Do in Retirement: Embracing New Beginnings
One of the most exciting phases in life is retirement. You spent years being dedicated to your career and can now enter into a new phase of life, full of possibilities with personal fulfillment.
Read MoreDec 5, 2024
HSA Contribution Limits 2025
The IRS announced a nice increase to the maximum hsa contribution limits 2025. The limit is $4,300 if you are single.
Read MoreDec 4, 2024
Standard Deduction 2025: What You Need to Know
The standard deduction for 2025 is a crucial factor in determining how much of your income is tax-free. Every year, the IRS adjusts the standard deduction to keep up with inflation, and for 2025, these changes could impact your tax planning.
Read MoreDec 3, 2024
Highest Paid Federal Employees
In 2020, 77 federal employees earned salaries exceeding that of the President, who has received $400,000 annually since 2001.
Read MoreDec 2, 2024
Best Financial Advisor For Federal Employees In California
Are you a federal employee in California? If so, you’re likely aware that navigating your financial future can feel like solving a puzzle.
Read MoreNov 28, 2024
Air Traffic Controller Retirement: The Inside Scoop on Planning
Air traffic controllers (ATCs) play a most important role in ensuring air travel is both safe and efficient. The job at hand is very rewarding while being extremely challenging, demanding both physical and mental tolls.
Read MoreNov 27, 2024
FBI Retirement Benefits: The Complete Guide to Federal Retirement Planning
The FBI offers one of the most widespread retirement benefit packages in the federal sector and is one of the cornerstones of a financial security system for its employees after their years of service.
Read MoreNov 26, 2024
Federal Income Tax Brackets 2025
The United States federal income tax system uses a progressive tax system, meaning that as your income increases, so does your tax rate.
Read MoreNov 22, 2024
Current Premium For Medicare Part B
On November 8, 2024, the Centers for Medicare & Medicaid Services (CMS) announced the current premium for medicare part b, deductible, and coinsurance amounts for Medicare Part A and Part B for 2025.
Read MoreNov 21, 2024
403b Roth 2025 & 2024 Contribution Limits
For 403b Roth 2025, the IRS has updated the 403(b) contribution limits, providing new opportunities for retirement savings. Here are the key details:
Read MoreNov 18, 2024
Roth IRA Contribution Limits 2025
The roth ira contribution limits 2025 for both traditional and Roth IRAs remains unchanged at $7,000, with an additional $1,000 catch-up contribution allowed for taxpayers aged 50 and older, bringing their total to $8,000.
Read MoreDownload Federal Retirement: Step-by-step Checklist
This comprehensive guide will help you understand your federal benefits, optimize your savings, and plan for a comfortable future.
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