Federal Benefits Q&A

Question: “If I predecease my wife, would the TSP allow me to pass the funds to her and then when she passes, transfer to my children/grandchildren and, subsequently, "stretch out" the distribution(s) over their lifetimes?” View More

Informed Investor: Understanding the federal government’s survivor benefits - Part VI

This sixth in a series of columns discussing survivor benefits examines survivor annuity benefits for spouses of deceased CSRS annuitants. Among the items reviewed are eligibility requirements for a spousal survivor annuity, the cost to the annuitant for giving a survivor annuity, and the effect of cost-of-living adjustments (COLAs) on CSRS survivor annuities. View More

Do IRA investments count against the TSP investment maximums or vice-versa?May 08, 2014

No. View More

Can I put my Federal Employees’ Group Life Insurance policy in a trust?May 07, 2014

Yes. A life insurance trust makes the insurance not includable in the gross estate of the insured. It allows the estate to avoid taxes while providing a ready source of liquid assets. View More

What is probate?May 07, 2014

What happens on my death to property held jointly with another person?May 07, 2014

What happens on my death to property solely in my name?May 07, 2014

Why are the differing types of property ownership important?May 07, 2014

What’s the difference between a durable power of attorney and a health care power of attorney?May 07, 2014

What’s a “living will?”May 07, 2014

What’s the difference between a will and a revocable trust?May 07, 2014

What issues regarding children should be resolved in estate planning?May 07, 2014

What are the key questions I need to address in my estate plan?May 07, 2014

What are the main objectives of a will?May 07, 2014