What Should You Do If Your Spouse Dies and You Have a Spousal Annuity?
If your spouse dies (no children) and you have a spousal annuity, what should you do?
View ArticleCan I Apply for Half of My Husband's Social Security While Waiting to...
I am planning to retire at age 63 and waiting to withdraw my Social Security until I reach age 66. While my husband is still working, can he withdraw his Social Security at age 64? Can I apply for half...
View ArticleBe Aware of TSP Spousal Beneficiary Rules
A TSP participant can designate anyone as a beneficiary to a TSP account, however, only a spousal beneficiary can choose to leave the funds in TSP. The author says it's important to understand all...
View ArticleMaximized Pension vs Survivor Protection: A Fresh Take on an Age Old Debate
Is the Surviving Spouse Benefit a good buy for federal employees? Here are some considerations.
View ArticleSurviving Spouse Benefit: What Kind of Income Would Your Spouse Like?
The author says that federal retirees can wind up paying more taxes than they have to due to misunderstanding available survivor benefit options.
View ArticleLeaving Your Legacy: How to Help Your Loved Ones Maximize Your Federal Benefits
Having a legacy plan is important in caring for your loved ones. These are some considerations for federal employees.
View ArticleShould You Leave Some of Your Pension to Your Spouse?
What are the considerations for federal employees under FERS to leave survivor benefits to a spouse?
View ArticleDo This if Your Spouse is Under FERS Too!
When two federal employees are a married couple under FERS, they have different benefits considerations than families with only one federal employee.
View ArticleGuide to Inheriting a Spousal TSP
What options are available for a TSP account that belongs to a federal employee or retiree who passes away? Here is an overview of the available options.
View ArticleMake Military Deposits to Increase Spousal Benefits
Military deposits can increase spousal benefits if a federal employee passes away before or after retirement.
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