u/JieSpree

Finalized

Another of many who are finally getting some good news. Retired 9/30, package went to specialist at OPM on 12/29, finalized 5/12. My monthly annuity is ~30% higher than I had estimated. I was on the financial ropes before; I'll survive now. Best wishes to all of you who are still waiting!

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u/JieSpree — 1 day ago

Status is "Finalized" AND "Incomplete" ??

Update: Finalized with booklet available this morning. Hallelujah!

This evening I received an email from OPM saying the status of my retirement package had changed. I logged in, and it says "Case Finalized", but the right-hand column still says "Incomplete". Any insights into what that likely means? Did I jump onto OPM.gov too soon? Thanks!

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u/JieSpree — 2 days ago

Bad timing on turning 65 - Medicare zinger

I turned 65 last month. I'm still waiting for my annuity to be finalized. I elected to keep my federal health insurance into retirement because I have dependent family members covered under my plan. So not only am I paying for BENEFEDS insurance out of my very-slim interim annuity payments, I'm also going to be paying Medicare premiums now, which will be high for a couple of years due to pulling money out of my IRA last year so I could pay off a couple of loans and--wait for it--be able to make ends meet while I wait for my full annuity to kick in. The two sets of insurance premiums together are just shy of 100% of my total interim annuity. I have a solid financial plan in place for the longer term future, but I had hoped to avoid getting pinched like this right now.

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u/JieSpree — 7 days ago

Up front: I DRP'd from another agency, not IRS. Regardless, it super bugged me to see a flyer from them in my mailbox, advertising that they're hiring for a processing center in a city near where I live. Seems pretty offensive given what they've been putting their workforce and new retirees through for the past year+.

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u/JieSpree — 9 days ago