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Net Unrealized Appreciation (NUA): A Simple Explanation
Net Unrealized Appreciation (NUA) is a valuable tax strategy that can significantly impact your financial future. Whether you’re a long-time investor or you’re just starting
2024 Federal Holidays
When a holiday falls on a non-workday, Saturday or Sunday, the holiday is observed on Monday (if the holiday falls on Sunday) or Friday
Social Security COLA 2024: How Much Will Your Benefits Increase?
The Social Security Administration (SSA) has announced that Social Security benefits and Supplemental Security Income (SSI) payments will increase by 3.2% in 2024. This is
TSP Participants Required to Make Roth Contributions Starting in 2024?
Starting 2024, SECURE 2.0 set new rules that will require TSP participants who make more than $145,000 a year to place catch-up contributions into the
Maximize Your FERS Pension & Retirement Benefits – Receive a Detailed Federal Benefits Report
Planning for retirement? Need to know your specific FERS pension numbers? Meet with one of our Chartered Federal Employee Benefits Consultants. At PlanWell, we take
Understanding Medicare Tax for High-Income Individuals
Medicare is a vital healthcare program that provides coverage for millions of Americans aged 65 and older and certain younger individuals with disabilities. To fund
