Author Archives: brianw

Authority given to doc pay of former feds that owe money to TSP

Posted ago by brianw

A new regulation will allow the Federal Retirement Thrift Investment Board to order a non-federal employer to withhold up to 15 percent of a former federal employee’s disposable income to pay a delinquent debt to the Thrift  Savings Plan. Barring …

IRS releases guidance on same sex marriage and retirement plan rollovers

Posted ago by brianw

The IRS in April issued two notices that provide some long awaited guidance related to retirement plan administration. One addresses treatment of same-sex marriages after the Supreme Court ruling in United States v. Windsor ruling the Defense of Marriage Act unconstitutional and …

IRA Rollover Rule Changes On the way

Posted ago by brianw

For the approximately 50 million American households who hold one or more individual retirement accounts (IRA), a recent court decision is being called a major game-changer. The Tax Court’s decision in Bobrow vs Commissioner states that taxpayers are allowed only …

Guidance on FEHB and Insurance Exchanges

Posted ago by brianw

Guidance Issued on FEHB and Insurance Exchanges OPM has issued guidance reiterating that the start of the Affordable Care Act insurance exchange program—also known as Obamacare—in January will have little direct impact on the FEHB program. Those eligible for FEHB …

Tax Payer Relief Act

Posted ago by brianw

2012 taxpayer relief act

Teens and money

Posted ago by brianw

Good article-click to read

Debt Relief Tips

Posted ago by brianw

Watch this video for a few easy to follow tips

Detail on Cliff deal

Posted ago by brianw

Fact Sheet: The Tax Agreement: A Victory for Middle-Class Families and the Economy At this make or break moment for the middle class, the President achieved a bipartisan solution that keeps income taxes low for the middle class and grows …

July meetings while in different parts of IN

Posted ago by brianw

I will be returning to Hammond In with Manny on the 9th of July. Then I will spend Tues & Wed the 10th & 11th in South Bend IN. I will return to South Bend for a limited number of …

Changes for New FED EE’s starting after 12/31/12

Posted ago by brianw

Congress on Feb. 17 passed a bill to extend the payroll tax cut that includes a measure requiring new federal employees to pay more into their pensions. President Obama is expected to sign the bill. The bill, which passed 293-132 …