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Monthly Archives: May 2023

FedLife Podcast: How New Jersey and Pennsylvania Tax the TSP

05/22/2023
In this week’s episode, Ed Zurndorfer guides you through the complexities of these differences while detailing the nuances of TSP contributions, from withdrawals to maximizing your potential tax savings. UPCOMING TAXES WEBINAR FEDLIFE Podcast (Ep. 95): Here’s How New Jersey ... Read More

Weekly Benefits Quiz for Federal Employees

05/19/2023
Serving Those Who Serve’s Weekly Quiz for Feds! UPCOMING TAXES WEBINAR [ays_quiz id=”57″] **Written by Benjamin Derge, Financial Planner, ChFEBC℠ The information has been obtained from sources considered reliable but we do not guarantee that the foregoing material is accurate ... Read More

Debt Ceiling Worries

05/18/2023
STWS Advisor Jennifer Meyer comments on the looming debt ceiling crisis – is it time to start worrying? Jennifer Meyer, CFP© Every time I turn on the news these days, I hear the dreaded “debt ceiling” is looming and will ... Read More

Keeping Your TSP Strategy Disciplined in the Face of Adversity

05/18/2023
We break down another lesson learned from football that is applicable to federal retirement planning. Hello readers. Welcome back to my series, “Don’t Miss These Three Federal Retirement Lessons from… Football?” Today we will dive into lesson #2: Discipline in ... Read More

Five Important Facts to Remember About FEHB

05/17/2023
The Federal Employee Health Benefits (FEHB) program – here’s a list of fast facts that you should keep in mind. Welcome to part four of our series of “listicles.” We’ll be going over 5 key points to remember for several ... Read More

Federal Government Embraces Transitionary Period of Pandemic

05/16/2023
Vaccine mandate repealed by White House and approach to remote work has shifted, but is the pandemic finally over? According to World Health Organization (WHO), no. Last week, the vaccine mandate for the federal workforce was put to an end. ... Read More

New RMD Rules for Non-Spousal Beneficiaries of Inherited IRAs (Part I)

05/15/2023
Understanding the New RMD Rules for Non-Spousal Beneficiaries of Inherited IRAs – Part I Over the last 3.5 years, there have been multiple changes to the required minimum distribution (RMD) rules for non-spousal beneficiaries of inherited IRAs. Among the major ... Read More

More Quick Quiz Questions on the TSP

05/12/2023
Serving Those Who Serve’s Weekly Quiz for Feds! UPCOMING TSP WEBINAR [ays_quiz id=”56″] **Written by Benjamin Derge, Financial Planner, ChFEBC℠ The information has been obtained from sources considered reliable but we do not guarantee that the foregoing material is accurate ... Read More

When to Purchase Long-Term Care Insurance

05/11/2023
Long-term care insurance can be expensive, but it can also provide a more comfortable retirement for those who end up needing it. The Federal Long-Term Care Insurance Program (FLTCIP) stop accepting new applications last December, but those with existing policies ... Read More

Proposed Legislation Would Fire Feds for Not Paying Taxes

05/10/2023
A bill reintroduced in the Senate would keep federal employees with unpaid taxes from continuing the work for the federal government. A recent report from the US Treasury unveiled that the IRS devotes little time and effort to holding federal ... Read More