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Posted on Thursday, 25th January 2018 by Dennis Damp

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The TSP Rebalancing Act If you have been in the market these past ten years, including your TSP and other retirement accounts, your allocations are probably off considerably from where you initially set them. Many rebalance their stock and bond portfolios at least annually however it is easy to forgo this essential step with all […]

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Posted on Thursday, 18th January 2018 by Dennis Damp

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1099Rs Available Now! Normally, federal annuitants don’t received their 1099R Tax Forms until the end of January or the beginning of February by regular mail. If you are registered to use OPM’s Retirement Services Website your 1099 R is now available for download. I visited the site on January 16, 2016 and was able to […]

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Posted on Saturday, 13th January 2018 by Dennis Damp

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We published the new 2018 Excel Leave Chart back in late October. Since then a number of our site visitors were only able to open the Excel chart in protected mode and couldn’t enter data. If your spreadsheet opens in protected view click the “enable editing” button in the yellow bar at the top of […]

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Posted on Monday, 8th January 2018 by Dennis Damp

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In January of 2017 the full retirement age (FRA) started increasing to age 67 in two-month increments over the next six years. When I refer to 66 as full retirement age in this article be aware that your FRA will be up to a year later depending on when you turn 62. OK…, you are […]

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