Dan and Katelyn discuss two important retirement planning developments affecting federal employees: the USPS FERS funding pause and the enhanced catch-up contribution opportunity available to those ages 60-63. Check Out Our Next FERS Webinar for Federal Employees – REGISTER HERE ... Read More

Dan and Katelyn discuss two important retirement income decisions: preparing for required minimum distributions (RMDs) and determining whether delaying Social Security benefits until age 70 makes sense. Check Out Our Next FERS Webinar for Federal Employees – REGISTER HERE The ... Read More

Katelyn and Dan discuss how federal employees can create more tax flexibility in retirement and prepare for one of the largest potential retirement expenses: long-term care. Check Out Our Next FERS Webinar for Federal Employees – REGISTER HERE The Fed15 ... Read More

Dan and Katelyn discuss how federal employees can accelerate retirement savings later in their careers and what parents should know about FAFSA and CSS financial aid planning. Check Out Our Next FERS Webinar for Federal Employees – REGISTER HERE The ... Read More

Katelyn and Dan discuss how federal employees can better coordinate multiple pension income streams in retirement and why FEGLI costs deserve a closer look after age 55. Check Out Our Next FERS Webinar for Federal Employees – REGISTER HERE The ... Read More

Jen and Dan discuss tax planning strategies that can help federal employees keep more of their retirement income and the critical ages that can shape retirement decisions under FERS Check Out Our Next FERS Webinar for Federal Employees – REGISTER ... Read More

In this episode, Jen and Dan go over managing taxes as income stacks up in retirement and whether heavy reliance on U.S. stocks in the TSP adds unnecessary risk. They cover how to avoid tax surprises through proper withholding and ... Read More

Dan and Katelyn discuss how federal employees can navigate early retirement income gaps and whether return-to-office changes should prompt a relocation decision before retirement.   Check Out Our Next FERS Webinar for Federal Employees – REGISTER HERE The Fed15 Podcast ... Read More

Dan and Katelyn break down how healthcare access can impact retirement decisions and how high-earning federal employees can still utilize Roth strategies despite income limits. Check Out Our Next FERS Webinar for Federal Employees – REGISTER HERE The Fed15 Podcast ... Read More

Dan and Katelyn discuss how recent tax law changes affect federal retirement planning and what federal employees should understand before taking a hardship withdrawal from their TSP. Check Out Our Next FERS Webinar for Federal Employees – REGISTER HERE The ... Read More