Thrift Savings Plan Monthly Update for November 2023, by Jennifer Meyer, CFP®, ChFEBC℠, AIF® Jennifer Meyer, CFP© November 2023 will go down as one of the best months for markets in recent memory. You may recall that last month I ... Read More

Learn how social security disability benefits differ from federal disability retirement. Disability retirement is considered “occupational” benefits Income from a FERS or CSRS disability pension is offset by social security disability benefits Any federal employee who becomes disabled after at ... Read More

As we approach the end of the year, time to go over required minimum distributions (RMDs) and how the SECURE Acts 1.0 and 2.0 changed the IRS penalties and rules. Check Out Our Webinar on Tax Planning for Federal Employees ... Read More