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Posted on Wednesday, 27th January 2016 by Dennis Damp

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I typically purchase Intuit TurboTax Home & Business software in mid December each year to start working on our income taxes. I was able to download my Statement of Annuity Paid (1099 R Form) direct from OPM’s retirement services web site on January 17th!  Typically retirees receive these forms in the mail by the end […]

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Posted on Friday, 15th January 2016 by Dennis Damp

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As of January 1, 2016, FEGLI premiums for many options and age brackets changed due to actuarial adjustments. Annuitants that carried FEGLI coverage into retirement will receive a Notice of Annuity Adjustment showing the new rates. Most of the new FEGLI rates for Option A, B and C decrease. The older age band rates for […]

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Posted on Monday, 11th January 2016 by Dennis Damp

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Important Note: This article is not an investment recommendation and should not to be relied upon when making investment decisions – investors should conduct their own comprehensive research. Please read the Disclaimer at the end of this article. Each year I review our investments and rebalance funds as necessary to maintain a pre determined asset […]

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