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New IRS Regulations on Year-of-Death RMDs

09/08/2024
Much has been written in recent years in financial journals and media outlets about the...

Maximizing Your FERS Annuity: Strategies for Higher Retirement Income

08/31/2024
As a federal employee, your retirement benefits under the Federal Employee Retirement System (FERS) are...

How to Manage Your TSP During Major Life Events

08/17/2024
We get a lot of questions from Feds about how to manage their Thrift Savings Plan (TSP)....

TSP Update for Month Ending July 2024

08/14/2024
Jennifer Meyer, CFP© For the third time in 2024, all 5 of the core funds...

Preparing for Retirement: Understanding FERS With a CSRS Component

08/07/2024
If you’re a federal government employee nearing your retirement transition, knowing where your post-job pension...

Assessing the Consequences of the SECURE Act 2.0 RMD Penalty Reductions

08/01/2024
The IRS penalty for missing a required minimum distribution for many years was 50 percent...

Making the Most of Your FERS: Deferred vs. Postponed Retirement Explained

07/28/2024
We speak with thousands of Feds each year during our complimentary Serving Those Who Serve webinars about...

Part-Time Work and the Impact on Federal Retirement Benefits

07/24/2024
As a full-time federal government employee, you’re entitled to a retirement pension if you meet...

Navigating Your First Year as a Federal Employee

07/22/2024
Completing the initial probationary period is a key milestone for Feds. This final assessment allows...

What Federal Retirees Can Do to Minimize Medicare Part B IRMAA

07/20/2024
Most federal retirees are eligible to receive a monthly Social Security retirement benefit, starting as...

Delaying Traditional TSP and Traditional IRA RMDs Can Result in Additional Income Taxes

07/15/2024
Most of us would prefer not to pay up-front for anything that could be paid...

Your June TSP Update: C Fund Soars on Shaky Footing, While F Fund Continues to Fight for a Comeback

07/10/2024
Jennifer Meyer, CFP© As we wrap up the first half of 2024, there is much...

IRS Increasing Estimated Tax Penalties: What Federal Employees and Retirees Need to Know

07/07/2024
Over the past year, the IRS has significantly increased penalties on underpayment of both estimated...

Roth TSP for Participants Over Age 50 (Catch-Up Contributions)

07/03/2024
For our Feds, a Thrift Savings Plan (TSP) is a foundational element of the overall...

January Jump: The Easy Way to Boost Your TSP Balance

07/01/2024
All too many times blogs and articles like this offer tactics and strategies but neglect...

Guidance for Beneficiaries of Federal Annuitants – Part III

06/28/2024
This is the third of three FEDZONE columns presenting guidance for family members of deceased...

COLAs and pay raises lower than they should be? You have a way to fight back.

06/19/2024
We have some mixed news for our feds on the 2025 COLA front.   To clarify,...

Guidance for Beneficiaries of Federal Annuitants – Part I

06/14/2024
One of the unfortunate life events that individuals experience at some point of their lives...

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