Thrift Savings Plan Monthly Update for December 2023, by Jennifer Meyer, CFP®, ChFEBC℠, AIF® Jennifer Meyer, CFP© What a difference a year makes! For my regular readers, you will recall that this time last year you (and your TSP), had ... Read More

SECURE Act 2.0 Legislation Affecting the TSP and IRAs Starting January 1, 2024 SECURE Act 2.0 includes 90 provisions focused on modernizing the US retirement system, promoting additional retirement savings, and changing the rules around retirement and employee benefits plan ... Read More

The first podcast of the new year! Dan and Katelyn discuss their resolutions. Then, Dan goes into depth about the importance of a TSP beneficiary designation. Katelyn discusses what feds can expect during the first year after retiring from the ... Read More