Blog

OPM Retirement Application Surge – Federal Retirement Backlog Update – January 2024
OPM Retirement Application Surge – Federal Retirement Backlog Update – January 2024 The processing backlog usually jumps at the end of the year, and December

Complete Guide to FERS – Federal Employee Retirement System
Complete Guide to the Federal Employee Retirement System The following information is meant to be an exhaustive explanation of the FERS pension. The intention is

SIMPLE IRAs: A Powerful Savings Tool for the Small Business Owner
SIMPLE IRAs: A Powerful Savings Tool for the Small Business Owner In today’s competitive landscape, attracting and retaining top talent is crucial for small businesses.

December 2023 Inflation Update: Consumer Price Index (CPI) Jumped to 3.4%
December 2023 Inflation Update: Consumer Price Index (CPI) Jumped to 3.4% The Consumer Price Index unexpectantly tick up to 3.4% in December 2023. Published by

Adjusted Gross Income (AGI) vs Modified Adjusted Gross Income (MAGI) – How to Calculate and When to Use AGI or MAGI
Adjusted Gross Income (AGI) vs Modified Adjusted Gross Income (MAGI) – How to Calculate and When to Use AGI or MAGI Adjusted Gross Income

Maximizing Tax Benefits: Qualified Charitable Distributions (QCD) from IRA to Charity
Maximizing Tax Benefits: Qualified Charitable Distributions (QCD) from IRA to Charity Retiring often brings a shift in priorities. Financial security, once paramount, may give way