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Article Search

Is December A Good Time For A Roth Conversion?

12/20/2020
December May Be a Good Time to Perform a Roth IRA Conversion Under Certain Conditions...

Changes Coming to TSP Catch Up Contributions

12/15/2020
2021 TSP Catch-up Contributions and the Spillover Provision Jennifer Meyer CFP© If a federal employee...

With Less Than a Month Left in 2020, Now is the Time to Make Some Tax Moves

12/03/2020
With a little less than a month to go, individuals still have time to make...

December 2020 TSP Update

12/02/2020
STWS Advisor, Jennifer Meyer, provides a monthly update on the TSP for federal employees. Jennifer...

November TSP Update

11/05/2020
STWS Advisor Jennifer Meyer’s update on October’s TSP performance Jennifer Meyer, CFP® Election Day 2020...

Premium Conversion: What Is It And How Is It Waived?

10/15/2020
Edward A. Zurndorfer – Each year during the Office of Personnel Management (OPM)’s sponsored benefits...

TSP Resumes Notary Requirement in October

10/08/2020
The Federal Retirement Plan, TSP, Will Require a Notary for Documents for which the Requirement...

Serving Those Who Serve’s Quarterly Newsletter- October 2020

10/02/2020
Serving Those Who Serve‘s Quarterly Newsletter- October 2020 In the Q3 Newsletter: The TSP &...

The Election and Your TSP

09/18/2020
STWS Advisor Jennifer Meyer Breaks Down What Feds Need to Know About their TSP Investments...

CARES Act Deadline for TSP Loans is September 22nd

09/17/2020
The temporarily increased maximum amount for TSP loans will expire on September 22nd The Thrift...

The Federal Fundraiser, CFC, to Begin in Mid-September

09/02/2020
OPM Announced CFC donations can be made from September 15, 2020 to January 15, 2021....

Reviewing Your Estate Plan Mid-Career

08/22/2020
Edward A. Zurndorfer- Every federal employee needs an estate plan. Some employees have been working...

Reviewing Your Thrift Savings Plan Mid-Career

08/13/2020
Edward A. Zurndorfer– The Thrift Savings Plan (TSP) is an extremely important part of a...

2021 Federal Pay Raise Update: 3% for the Military, at least 1% for Feds

07/22/2020
The General Scale Pay Raise for 2021 is set to be 1% unless Congress can...

IRS Announces Rollover Relief for 2020 RMDs

07/09/2020
Edward A. Zurndorfer– The IRS recently announce in Notice 2020-127 that any individual who previously...

TSP News: CARES Act Provisions for Loans, Connolly Defends I Fund Change

06/19/2020
CARES Act Provisions for the TSP kick in for loans, increasing the maximum for loan...

TSP Update: New L Funds, May Returns, & Board Member Announces Resignation

06/05/2020
STWS Advisor, Jennifer Meyer, updates Federal Employees of their Retirement Savings Plan, new Lifecycle Funds,...

TSP Updates: CARES Act, I-Fund, & Modernization

06/01/2020
STWS Advisor Jen Meyer updates Federal Employees on everything happening with the Thrift Savings Plan...

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