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Tag: retirement planning

Conflicting Information About My Lump Sum Annual Leave

Lump Sum Annual Leave

”I have gotten conflicting information about my lump sum annual leave. I plan on retiring on 12/31/21. I know that I will get my lump sum A/L payment a few weeks into 2022. Will the IRS count this as income for the tax year 2021 or 2022? Also, will taxes on the lump sum A/L […]

Can you deduct your FEHB premiums in retirement?

FEHB premiums in retirement

I am aware that after I put in ten years’ federal civilian creditable service and then retire, my FERS annuity will be reduced monthly by 10% for the surviving spouse 50% annuity and that FEHB premiums will be deducted as well. My questions: Are the FEHB premiums in retirement deductible? Is the 10% deduction taxable? […]

Follow Up Friday – TSP and Social Security

Questions to ask yourself to ensure you’re properly balancing your social security and TSP so you get the most benefit. Listen to the Full Episode: Enjoy the show? Use the Links Below to Subscribe:    

Ep #23: Best Day to Retire

Best Day to Retire

With more retirement planning and with every year that retirement gets closer, the question is often asked, “What day is best to retire?” Tammy and Micah sit down to set the record straight when it comes to choosing a retirement date. They share how people tend to focus on maximizing benefits and where else you […]

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