Posted on Thursday, 26th January 2012 by Paul Risser

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A look at some financial changes & the opportunities they may present. Presented by Paul H. Risser Every year brings some financial change, so here are some relevant changes relating to investment, tax and estate planning for 2012. Retirement plans. 401(k), 403(b), and TSP annual contribution limits rise slightly to $17,000, and you can contribute […]

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Posted on Friday, 20th January 2012 by Dennis Damp

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We received a question from a federal employee concerning credit for temporary service. Linda was hired as a temporary employee in 1985 and two years later she was hired full time. Last April she bought back her two years of temporary service and her SCD has not changed on her Employee Express Benefits Statement. She […]

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Posted on Friday, 13th January 2012 by Paul Risser

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If your loved ones have invested, saved or insured themselves to any degree, you may be named as a beneficiary to one or more of their accounts, policies or assets in the event of their deaths. While we all hope “that day” never comes, we do need to know what to do financially if and […]

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Posted on Friday, 6th January 2012 by Dennis Damp

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Recently OPM clarified a number of issues around interim annuity payments and what retirees can expect when they first leave federal service. It is essential that federal employees have sufficient cash available and are financially prepared when retiring to allow OPM to complete a final adjudication of their claim. OPM is now processing applicants in […]

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