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Monthly Archives: August 2023

The Difference Between a Contingent and a Successor Beneficiary

08/18/2023
Understanding the Difference Between a Contingent Beneficiary and a Successor Beneficiary   Federal employees are advised to name beneficiaries for their retirement accounts including their Thrift Savings Plan (TSP), and any qualified retirement plan accounts such as 401(k) plans that ... Read More

Updates from NASA on the Artemis Missions to the Moon

08/17/2023
NASA astronauts get look at Orion spacecraft while DoD helps with a recovery test. Plus – Biden picks next potential cyber director, and another update on telework policies in the federal government. This week’s roundup of news pertaining to the ... Read More

Monthly Quiz for Federal Employees: August 2023

08/16/2023
Our quizzes will now be published monthly instead of weekly. Test your knowledge with these questions about recent news and your benefits! UPCOMING TSP WEBINAR [ays_quiz id=”65″] **Written by Benjamin Derge, Financial Planner, ChFEBC℠ The information has been obtained from ... Read More

Pay Caps for Federal Employees: Locality and a Recent Bill

08/15/2023
The pay cap for federal salaries impacts varying localities differently. A recently proposed bill would remove the limit. Non-executive employees on the General Schedule (GS), for the most part, are subjected to pay cap, which equals the pay cap for ... Read More

Five Important Facts for Feds to Remember About Financial Planning

08/14/2023
Financial planning for federal employees – here are the top 5 things to know. Welcome to the final piece of our 11-part series of “listicles.” We’ve been going over 5 key points to remember for several areas of retirement planning ... Read More

The Fed15 Podcast: FEDVIP Eligibility and Survivor Benefits

08/11/2023
Dan and Katelyn return to discuss important items related to survivor benefits for feds. The Fed15 Podcast (Ep. 10): FEDVIP Eligibility and Survivor Benefits After a short break, Dan and Katelyn are back to talk about not only how a ... Read More

5-Year Rule for a Roth IRA and How it Applies to the Roth TSP (Part II)

08/10/2023
Understanding the Roth IRA Five-Year Rules and Their Application to the Roth TSP- Part II This is the second of two FEDZONE columns discussing the Roth IRA five-year rules and their applications to the Roth TSP. The first column discussed ... Read More

Marijuana and Telework Policies for the US Government Workforce

08/09/2023
Bill introduced in Congress looks to change cannabis policies while White House memo signals an upcoming increase of on-site work. Also, man pleads guilty to defrauding the VA.  Here’s roundup of some recent news related to federal government and its ... Read More

Refunded Contributions and Deposits for Non-Deduction Service

08/08/2023
For FERS and CSRS – A glance at making deposits for temporary and military service, plus redeposits of refunded contributions. When a federal employee is planning their retirement, it is important for them to remember that they might be able ... Read More

Thrift Savings Plan Monthly Recap: July 2023

08/07/2023
TSP Update for Month Ending July 2023: only F fund posts small negative return while the others see a little growth. Jennifer Meyer, CFP© Hello again readers! On the good news front, during July, the current stock market rally continued. ... Read More