Federal employees approaching retirement or following recent workforce developments may have questions about what to expect. In this episode, Dan and Katelyn explain OPM’s retirement process and discuss the recent Schedule Policy/Career changes, including what has and has not changed ... Read More

Dan and Katelyn discuss two retirement planning decisions that are often overlooked but can have lasting financial consequences: keeping beneficiary designations current and deciding whether FEGLI still makes sense after retirement. Check Out Our Next FERS Webinar for Federal Employees ... Read More

In this episode, Ed and Dan break down the new “Trump Accounts” created under the One Big Beautiful Bill Act of 2025 (OBBBA), expected to launch July 4, 2026. These accounts are structured as traditional IRAs for children under age ... Read More

Dan and Jen break down two often-overlooked retirement risks that can significantly impact federal employees: hidden Medicare premium increases and maintaining health insurance eligibility into retirement. Check Out Our Next FERS Webinar for Federal Employees – REGISTER HERE The Fed15 ... Read More

Dan and Katelyn discuss how recent FAFSA changes may impact federal families planning for college, and what federal employees should know about the growing conversation around a potential 2027 pay freeze.   Check Out Our Next FERS Webinar for Federal ... Read More

In this episode, Ed and Dan explore a new SECURE 2.0 provision that may allow penalty-free withdrawals from certain qualified retirement plans to help pay long-term care (LTC) insurance premiums. Beginning after December 29, 2025, eligible plan participants under age ... Read More

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

In this episode, Ed and Dan discuss when it makes sense to amend a federal income tax return and the key rules surrounding IRS Form 1040-X. Millions of taxpayers discover errors or omissions after filing their returns each year, but ... 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