Tax Planning for Retired Feds

NARFE Federal Benefits Institute presents Tax Planning for Retired Feds Wednesday, April 1, 2026, 2:00 p.m. ET Understanding the U.S. tax system and engaging in proactive tax planning can help retirees maximize their after-tax income and enhance their quality of life. However, many retirees overlook tax planning strategies and unnecessarily forfeit hundreds or even thousands of dollars annually. To help safeguard your assets, NARFE federal benefits expert Mark Keen, CFP, will guide you through tax planning, covering topics such as: How the U.S. tax system works How federal benefits are taxed Potential changes to tax rules How stealth taxes can increase your tax burden Strategies to reduce both ordinary income and stealth taxes The impact of required minimum distributions on your taxes How the Income-Related Monthly Adjustment Amount (IRMAA) affects your Medicare Part B premiums Ways to minimize IRMAA’s impact A Q&A session will follow the presentation. Join Mark Keen, CFP, and us on Wednesday, April 1, at 2 p.m. ET for expert guidance on navigating the U.S. Tax System as a federal annuitant.

The Future of NARFE Depends on Who We Develop Today

NARFE Federal Benefits Institute presents The Future of NARFE Depends on Who We Develop Today: Building Leadership Pipelines Through Succession Planning Thursday, April 9, 2026, 2:00 p.m. ET This session will focus on the importance of succession planning and developing strong leadership pipelines within NARFE’s Federations and Chapters. As a volunteer-driven organization, NARFE’s continued strength depends on its ability to identify, develop, and sustain future leaders. For both current and retired federal employees, this topic is especially important because many of NARFE’s leaders bring decades of experience, institutional knowledge, and commitment to service. Without intentional planning, that knowledge can be lost, and leadership gaps can emerge. This session will provide practical strategies to ensure continuity, strengthen member engagement, and position NARFE for long-term success by cultivating the next generation of leaders, including: Understanding what succession planning is — and what it is not Identifying early indicators of potential future leaders within Chapters and Federations Building a sustainable leadership pipeline vs. relying on a single successor Practical, actionable steps to begin succession planning immediately Strategies for mentoring and developing future leaders intentionally How to delegate responsibilities in a way that builds leadership capacity The risks and organizational impact of not having a succession plan in place Creating a culture where leadership development is expected and encouraged How to document key roles and processes to preserve institutional knowledge The role of Federation and Chapter Presidents in driving leadership continuity How HR and National can support leadership development efforts A Q&A session will follow the presentation. You’re invited to join Veronica Barnes, Senior Director of Administration and Human Resources, on Thursday, April 9, at 2 p.m. ET. You will leave with a clear understanding that succession planning is not optional; it is essential to the future of your Chapter, Federation, and the organization as a whole. More importantly, you will walk away with practical, easy-to-implement steps you can begin using immediately to identify, engage, and develop future leaders.

Putting Your Affairs in Order

NARFE Federal Benefits Institute presents Putting Your Affairs in Order: Covering Benefits Available to Your Family After Death, and How to Preserve Them Thursday, April 16, 2026, 2:00 p.m. ET Preparing federal benefits and recording end-of-life wishes is essential for responsible planning. Without proper organization, families can encounter avoidable legal issues, financial setbacks, and emotional hardship. Taking proactive steps ensures that benefits are protected and that loved ones receive clear guidance and support. Join NARFE federal benefits expert Michele Bollier as she outlines clear and concise instructions on documenting your wishes in advance, including: Getting Your Important Documents in Order Official Personnel Folder Understanding Federal Benefits Elect Beneficiary Designations Death Benefits for Survivors Avoiding Probate Issues Keeping Good Financial Records Plan for Taxes and Other Expenses Talk to Your Family And much more A Q&A session will follow the presentation. Join Michele Bollier on Thursday, April 16, at 2 p.m. ET for an in-depth presentation and step-by-step instructions to help ensure your loved ones receive the support they’re entitled to — without unnecessary stress, confusion, or delays during an already difficult time.