Here's the recording of my presentation (without the question and answer portion) I gave to the 403bwise audience on February 10, 2022. Here also are the slides that I used. https://www.youtube.com/watch?v=iL8aGMS-RuY
Category: benefits
Time to Buy! Buy! Buy! (Service Credit)
Many pension plans allow members to purchase service credit. This may be counterintuitive for some folks, but many plans allow you to "buy" years where you didn't work under the pension system and then treat those years as if you had. This typically both increases your ultimate pension benefit and often can allow you to … Continue reading Time to Buy! Buy! Buy! (Service Credit)
Some 2022 Tax Changes
Each year at about this time the IRS announces various changes to the upcoming tax year, which are based on formulas that typically revolve around inflation. To be clear, these are not changes to tax policy, Congress passes those, and there are certainly many of them in the Build Back Better Act that may end … Continue reading Some 2022 Tax Changes
Health Insurance: PERACare vs. the ACA Marketplace
First, a caveat. Health care - and health insurance - are complicated and nuanced topics that are heavily influenced by individual circumstances and options. The following post should be generally applicable for folks who are in a similar situation as we are, but you should always investigate the particulars for your situation carefully. This post … Continue reading Health Insurance: PERACare vs. the ACA Marketplace
Section 125 Plans
Focus On: DCSD Health Insurance
Fisch Financial 