Why Retiring December 31 Could Create a Tax Surprise
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Why Retiring December 31 Could Create a Tax Surprise
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In this episode, Andrew McNair explains why year-end retirement timing matters under FERS, especially when annual leave payouts, final salary, pension income, spouse income, Roth conversions, Medicare IRMAA, and TSP withdrawal strategy are all involved. A clean calendar date can sometimes create a messy tax situation.
Andrew breaks down how annual leave lump-sum payouts are generally taxed in the year they are paid, not necessarily the year the hours were earned. That means retiring on December 31 could push income into the following year and potentially create tax bracket bunching.
If you are a federal employee preparing for retirement, this episode can help you understand why your retirement date should be coordinated with your FERS pension, TSP, annual leave payout, Medicare, FEHB, Social Security, and retirement income plan.
To schedule a complimentary Federal Retirement Report and review your FERS benefits, TSP, LES, Social Security statement, annual leave payout, and income plan, give us a call at 1-800-848-8768 or visit https://calendly.com/swancapital_/nocostconsultation.
https://calendly.com/swancapital_/nocostconsultation
To receive a customized Federal Retirement Report, call 1-800-848-8768 or visit swan-capital.com.
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