Explore the Backdoor Roth IRA, uncovering its advantages and tax implications to maximize your retirement savings strategy. Check Out Our Next FERS Webinar for Federal Employees – REGISTER HERE The FedLife Podcast: Understanding the Backdoor Roth IRA Understanding the Backdoor ... Read More

This is the third of three FEDZONE columns presenting guidance for family members of deceased annuitants (federal employees who retired and receiving either a CSRS or FERS annuity at the time of their death) and the tasks that have to ... Read More

Dan and Katelyn discuss maximizing wealth transfer for beneficiaries and explore the benefits of Medicare Advantage plans available through FEHB. Check Out Our Next FERS Webinar for Federal Employees – REGISTER HERE  The Fed15 Podcast: Maximizing Wealth Transfer and Medicare ... Read More

One of the most common questions we get asked here at Serving Those Who Serve is: “Am I invested appropriately?” The answer to this question, like so many other questions pertaining to financial planning, is, of course: “It depends.”  We ... Read More

This is the second of three FEDZONE columns presenting guidance for family members of deceased annuitants (federal employees who retired and were receiving either a CSRS or FERS annuity at the time of their death) and the tasks that have ... Read More

We have some mixed news for our feds on the 2025 COLA front.   To clarify, in this case, COLA refers to the cost-of-living adjustment for CSRS and FERS pensions.  We draw this in contrast to estimates for the 2025 federal ... Read More

Dan, Katelyn, and Kevin delve into the details of high deductible health plans (HDHPs) and Health Savings Accounts (HSAs), exploring their synergies and the significant benefits they offer federal employees. Check Out Our Next FERS Webinar for Federal Employees – ... Read More

The last 60 days have been eventful for news of federal employee pay and protections. CBO Report on Federal Employee Pay and Benefits. This contradicts many statements in the public forum relative to the level of fed pay. A report ... Read More

One of the unfortunate life events that individuals experience at some point of their lives is the death of a loved one – a parent, sibling, child, or a spouse. For relatives of deceased federal annuitants, there will most likely ... Read More

Working with Feds for as long as we have here at Serving Those Who Serve, we know firsthand that as people age, making strategic decisions around finances and legacy planning becomes crucial, particularly when it comes to creating and maintaining ... Read More