In this episode, Dan and Katelyn dig into the critical details that can impact the processing time of your retirement application. Also – the TSP’s 30-day rule is done for! The Fed15 Podcast (Ep. 45): Common Federal Retirement Application Mistakes ... Read More

Understanding Cost-of-Living Adjustments (COLAs) – Part I – How COLAs Work for CSRS and CSRS-Offset Federal employees are eligible to receive annual government-wide pay increases and locality pay adjustment increases each year. The government-wide pay increase each year is set ... Read More

In this article, we cover how TSP withdrawals and rollovers are taxed. If you’re wondering “How Are TSP Withdrawals Taxed?” – you’ve come to the right place. When taking money out of the Thrift Savings Plan (TSP), several factors impact ... Read More

This article focuses on financial planning for federal employees, specifically cash strategizing plus managing risks practically. Jennifer Meyer, CFP© Hello readers. As promised, I am back with a deeper dive into components of my previous article 5 things you must ... Read More

• We’ve got a special episode this week with Chelsea and Katelyn teaming up to tackle hosting. Chelsea and Katelyn provide some great market commentary pertaining to the TSP. The Fed15 Podcast (Ep. 44): Reviewing TSP’s Recent Performance Checking in ... Read More

Understanding a “Backdoor” Roth IRA Including Advantages and Tax Implications A “backdoor” Roth IRA is a technique used by high-income individuals who are not eligible to contribute directly to a Roth IRA instead convert a traditional IRA to a Roth ... Read More

With respect to Federal Income Taxes, here are the age milestones for federal employees and retirees. Check Out Our Next Webinar on Tax Planning for Federal Employees – REGISTER HERE FedLife Podcast (ep. #117): Federal Employee Income Tax Milestones Are ... Read More

Can you keep FEHB when in LWOP status? Information for federal employees. This article is about keeping FEHB health plans when in leave without pay (LWOP) status or when an employee has insufficient pay to cover health premiums. It is ... Read More

6 traps you’ll want to dodge before submitting your retirement packet to OPM. Plus – an update on the OPM backlog as March 31. One of the top complaints we hear from recent federal retirees is related to the length ... Read More

Join Dan and Katelyn as they unravel the complexities of Thrift Savings Plan loans and provide insights into why it may not be your best option. Plus – 2025 COLA estimates. The Fed15 Podcast (Ep. 43): Decoding TSP Loans – ... Read More