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

In this episode, Ed and Dan explain what happens when federal employees contribute too much to their Thrift Savings Plan (TSP), especially if they also participated in another employer-sponsored retirement plan such as a 401(k) during the same year. This ... 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, Ed and Dan explain how the SECURE Act 2.0 affects the Thrift Savings Plan (TSP) for federal employees and retirees. From required minimum distribution (RMD) age changes to higher catch-up contribution limits, this episode breaks down the ... 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

In this episode, Ed and Dan explain the newest Thrift Savings Plan (TSP) option: Roth TSP in-plan conversions, starting January 28, 2026. Federal employees, retirees, and spouse beneficiaries can now convert portions of their traditional TSP accounts into Roth TSP ... Read More