It’s that time of year again to honor and celebrate the country’s public servants, including members of the federal workforce. The first full week of May is annually designated as Public Service Recognition Week (PSRW). This year it takes place ... Read More

5 Key Facts About How TSP Works Welcome to part three of our series of “listicles.” We’ll be going over 5 key points to remember for several areas of retirement planning and employee benefits for members of the Federal Workforce. ... Read More

The Thrift Savings Plan – here’s a list of fast facts that you should keep in mind. Welcome to part three of our series of “listicles.” We’ll be going over 5 key points to remember for several areas of retirement ... Read More

A list of milestones that feds can use as a guide to make sure they’re on track for retirement planning. Federal employees reach stages of their federal service in which they achieve age and service milestones. The following is a ... Read More

Serving Those Who Serve’s Weekly Quiz for Feds! UPCOMING TSP WEBINAR [ays_quiz id=”55″] **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

The reasons that an agency may invoke their authority to offer early retirements, or incentive payments to feds who voluntarily leave their federal position, have to be related to a “substantial” restructuring of the agency or by downsizing the agency’s ... Read More

TSP Update for Month Ending April 2023 – all core funds see a little growth in April, except the S fund. Jennifer Meyer, CFP© As we turn the calendar to a new month, market sentiment is dispersed across the spectrum ... Read More

We go into more detail on lessons he learned from football that are applicable to federal retirement planning. Hello readers. Welcome to my second installment in the series, “Don’t Miss These Three Federal Retirement Lessons from… Football?”  As promised, here ... Read More

Beware of the Income Tax Consequences When Transferring a Traditional TSP Account to a Roth IRA. Edward A. Zurndorfer – Federal employees who are 59.5 and over and federal retirees are eligible to make withdrawals from their Thrift Savings Plan ... Read More