You're past 50, retirement is in sight, and you want to put more away while the paychecks are still coming. That is what catch-up contributions are for, and
You've turned in your retirement paperwork, and then the phone rings. Your old district needs a long-term sub, or an agency wants you back part time. Can you
If you're planning to retire before age 65, you'll need a way to cover health insurance until Medicare begins — and for most early retirees, that means a plan
Educators and administrators enrolled in the Teachers Retirement System (TRS) of Texas have an option called the Partial Lump Sum Option (PLSO) upon retirement
If you are a teacher, professor, administrator, or school employee in Texas, retirement planning can feel more complicated than it should. You may have a TRS
What the Rule of 80 Is and Why It Matters
If you're a Texas public school educator, your retirement benefits are managed by the Teacher Retirement System of
Starting January 28, 2026, federal employees with a Traditional TSP balance gained a powerful new tool: the ability to convert pre-tax savings directly to Roth
Early retirement from federal service requires careful financial planning. The federal government's Thrift Savings Plan (TSP) is a valuable tool for federal
When you inherit an IRA from someone other than your spouse, you face decisions that can shape your tax bill for a decade or more. The SECURE Act and subsequent
The Golden Tax Window: Your Opportunity Between Retirement and Medicare
For public employees who retire before age 65, there's a unique tax planning opportunity
What IRMAA Is and Why Public Retirees Should Care
The Income-Related Monthly Adjustment Amount (IRMAA) is Medicare's way of charging higher-income retirees more
Why the 457(b) Is Your Hidden Gem for Early Retirement
For Texas public employees dreaming of early retirement, the 457(b) plan is often overlooked in favor of
