Blog

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, delivers sweeping updates to the tax code that impact retirees and pre-retirees. From extended tax brackets and boosted standard deductions to Medicare funding changes and estate tax updates, this legislation opens a critical window for tax-smart retirement planning. Learn what it means for your income, healthcare, and legacy.

For federal employees considering pension buyouts, the path forward involves carefully weighing both personal and financial factors. Whether you’re contemplating early retirement or evaluating a Voluntary Separation Incentive Payment (VSIP), understanding your options is crucial for making informed decisions that align with your retirement goals.

What if retirement was about more than just money? Have you considered how finding your purpose could transform both your life and the lives of others?

𝗗𝗶𝗱 𝘆𝗼𝘂 𝗸𝗻𝗼𝘄 𝘁𝗵𝗮𝘁 𝘁𝗵𝗲 𝘀𝗮𝗺𝗲 𝗽𝘀𝘆𝗰𝗵𝗼𝗹𝗼𝗴𝗶𝗰𝗮𝗹 𝗯𝗮𝗿𝗿𝗶𝗲𝗿𝘀 𝗽𝗿𝗲𝘃𝗲𝗻𝘁𝗶𝗻𝗴 𝘆𝗼𝘂 𝗳𝗿𝗼𝗺 𝗱𝗶𝘀𝗰𝘂𝘀𝘀𝗶𝗻𝗴 𝗺𝗼𝗻𝗲𝘆 𝘄𝗶𝘁𝗵 𝘆𝗼𝘂𝗿 𝗳𝗮𝗺𝗶𝗹𝘆 𝗰𝗼𝘂𝗹𝗱 𝗯𝗲 𝘀𝗮𝗯𝗼𝘁𝗮𝗴𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗵𝗲𝗮𝗹𝘁𝗵 𝗮𝗻𝗱 𝘄𝗲𝗮𝗹𝘁𝗵 𝗴𝗼𝗮𝗹𝘀?

The Social Security Fairness Act of 2023 was signed into law on January 5, 2025. It marks a watershed moment for millions of public service workers across America. This legislation eliminates two provisions that have significantly impacted public employees’ retirement benefits: the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO).

𝗗𝗶𝗱 𝘆𝗼𝘂 𝗸𝗻𝗼𝘄 𝘁𝗵𝗮𝘁 𝟵𝟲% 𝗼𝗳 𝗔𝗺𝗲𝗿𝗶𝗰𝗮𝗻𝘀 𝗺𝗮𝘆 𝗯𝗲 𝗺𝗶𝘀𝘀𝗶𝗻𝗴 𝗼𝘂𝘁 𝗼𝗻 𝘁𝗵𝗼𝘂𝘀𝗮𝗻𝗱𝘀 𝗶𝗻 𝗦𝗼𝗰𝗶𝗮𝗹 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗯𝗲𝗻𝗲𝗳𝗶𝘁𝘀 𝘁𝗵𝗲𝘆’𝘃𝗲 𝗲𝗮𝗿𝗻𝗲𝗱? 𝘐𝘵’𝘴 𝘯𝘰𝘵 𝘢𝘣𝘰𝘶𝘵 𝘵𝘪𝘮𝘪𝘯𝘨 𝘢𝘭𝘰𝘯𝘦 – 𝘪𝘵’𝘴 𝘢𝘣𝘰𝘶𝘵 𝘶𝘯𝘥𝘦𝘳𝘴𝘵𝘢𝘯𝘥𝘪𝘯𝘨 𝘩𝘰𝘸 𝘺𝘰𝘶𝘳 𝘶𝘯𝘪𝘲𝘶𝘦 𝘴𝘪𝘵𝘶𝘢𝘵𝘪𝘰𝘯 𝘢𝘧𝘧𝘦𝘤𝘵𝘴 𝘺𝘰𝘶𝘳 𝘣𝘦𝘯𝘦𝘧𝘪𝘵𝘴.

Special guests Mark Kiner and Jim Blair from the National Social Security Association return to the Retirement Resource today to help unpack these crucial insights about Social Security: