Dan and Katelyn explore the Windfall Elimination Program and its impact on CSRS employees. They also review the performance of the TSP funds for August and year-to-date.
Dan explores the rationale behind the Windfall Elimination Program (WEP) and its effects on CSRS employees. He outlines the maximum reduction possible and highlights scenarios that may qualify for exemptions. Additionally, he offers strategic approaches to mitigate the WEP impact, such as increasing Social Security-covered earnings and optimizing the timing of benefits.
Next, Katelyn delves into the TSP update for August, showcasing the month’s top-performing fund alongside the least successful one, offering insights into the reasons behind their performances. She then reviews the August and year-to-date data for the C, S, I, F, and G funds.
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The FedLife Podcast is your in-depth, biweekly deep dive into the world of federal benefits and retirement planning. Hosted by federal benefits expert Ed Zurndorfer and Dan Sipe of Serving Those Who Serve, each 30-minute episode unpacks the complexities of FERS and CSRS retirement, FEHB and Medicare, survivor benefits, tax planning, and more. Designed for federal employees and retirees who want more than just the basics, FedLife goes beyond the headlines to explore the rules, nuances, and strategies that can make a meaningful difference in your retirement. Remember: it’s your Fed life, make it a great one.
The Fed15 Podcast is your weekly 15(ish)-minute briefing on federal benefits and financial planning, built specifically for federal employees and retirees. Hosted by Dan Sipe and Katelyn Murray of Serving Those Who Serve, each episode delivers clear, actionable guidance on topics like FERS and CSRS retirement, TSP strategies, FEHB, survivor benefits, tax planning, and more! Whether you’re five years from retirement or already there, The Fed15 helps you cut through the noise, avoid costly mistakes, and make confident decisions about your federal benefits.
