Dan and Katelyn discuss two important topics for federal employees: how to use the TSP G Fund strategically and what steps to take if workforce reductions become a possibility. Check Out Our Next FERS Webinar for Federal Employees – REGISTER ... Read More

Dan and Katelyn discuss two practical issues federal employees and retirees should understand: using a Health Savings Account (HSA) as part of a retirement strategy and what to do if your first federal retirement payment is delayed.   Check Out ... Read More

Dan and Katelyn discuss how federal employees can think more strategically about Roth TSP conversions and determining how much they actually need to retire.   Check Out Our Next FERS Webinar for Federal Employees – REGISTER HERE The Fed15 Podcast ... Read More

In this episode, and Katelyn discuss upcoming Social Security updates for 2026 and how federal employees can think strategically about when to claim benefits. Check Out Our Next FERS Webinar for Federal Employees – REGISTER HERE The Fed15 Podcast | ... Read More

In this episode, Dan and Katelyn delve into IRS form 5498 highlighting its purpose, when to expect it, and key considerations. They also explore how federal health plans may handle gender-affirming care coverage, and how to navigate that process Check ... Read More

Katelyn breaks down the risks of an all-C Fund TSP strategy, explaining why valuation and diversification matter-especially near retirement. She also covers the federal “use or lose” annual leave rules, including carryover limits and practical steps to avoid forfeiting earned ... Read More

Dan and Katelyn break down how a TSP life annuity works-including payout options, permanence, and who it may fit best-while comparing guaranteed income to alternatives like monthly TSP withdrawals and delaying Social Security. They also explain how TSP Lifecycle (L) ... Read More

Dan and Jen break down how TSP loans work-including eligibility, loan types, benefits, hidden costs, and repayment risks-while also unpacking the latest benefits cliff projections for Social Security and Medicare, clarifying what they mean for federal employees, and explaining how ... Read More

Dan and Katelyn break down the key rule changes converging in 2026 and the essential planning moves federal employees should be reviewing now, from SECURE Act 2.0 updates to Social Security, TSP, insurance elections, and tax considerations. Check Out Our ... Read More

Dan and Katelyn discuss how to build a resilient retirement plan in uncertain times and how to determine how much savings is truly enough, covering income planning, spending needs, and strategies to align retirement resources with long-term goals. Check Out ... Read More