The best articles and podcasts of the past year. Did you know you can use untouched 529 funds into a Roth IRA? Learn what article topic made Katelyn and Dan sad… and what federal benefit is the most “stealthy.” Why ... Read More
The Fed15 Podcast: The First Year of Federal Retirement
01/02/2024
The first podcast of the new year! Dan and Katelyn discuss their resolutions. Then, Dan goes into depth about the importance of a TSP beneficiary designation. Katelyn discusses what feds can expect during the first year after retiring from the ... Read More
The Fed15 Podcast: OPM Retirement Services Backlog
12/26/2023
OPM backlog – what the status on the modernization efforts? FERS Disability retirement vs. Social Security Disability Insurance. The Fed15 Podcast (Ep. 27): OPM Retirement Services Backlog Katelyn’s brother is a high school football state champ! Go Bulldogs! Also this ... Read More
The Fed15 Podcast: When’s the Best Time to Take Social Security?
12/19/2023
Katelyn and Dan are ready for the holidays! This episode goes over when it’s a good time to take social security- 62, FRA, or 70? Then, Katelyn has some good news about November’s TSP performance! The Fed15 Podcast (Ep. 26): ... Read More
The Fed15 Podcast: Understanding TSP Withdrawals
12/12/2023
Katelyn and Dan are getting ready for the holidays A look at how FEHB plans coordinate with other health plans, such as Medicare And watch out for these tax traps with your TSP! The Fed15 Podcast (Ep. 25): Understanding TSP ... Read More
The Fed15 Podcast: Medicare Part D and the FEHB Program
11/28/2023
This week’s post-turkey podcast is about Medicare part D and why federal employees might want to reconsider enrollment. Dan goes over the earnings test for social security and the FERS special retirement supplement. Also – Dan comments on the new ... Read More
The Fed15 Podcast: The FERS Retirement Supplement
11/14/2023
Dan goes over the FERS Special Retirement Supplement while Katelyn talks federal news. The Fed15 Podcast (Ep. 22): The FERS Retirement Supplement Planning to retire before age 62? Make sure you understand the FERS retirement supplement, including why it exists ... Read More
The Fed15 Podcast: 2024 COLA and Best Dates to Retire
11/07/2023
Inflation cooling off? Katelyn takes a look at next year’s COLA for FERS, CSRS, and Social Security. Also – the best dates in 2024 to retire from federal service. The Fed15 Podcast (Ep. 21): 2024 COLA and Best Dates to ... Read More
The Fed15 Podcast: The Unicorn of Financial Planning?
10/24/2023
Time to get spooky? Dan and Katelyn chat about Vampire technicalities before taking a look at FEHB premium increases and Health Savings Accounts. The Fed15 Podcast (Ep. 19): The Unicorn of Financial Planning? Halloween is around the corner. Dan and ... Read More
The Fed15 Podcast: Should You Worry About Recent TSP Returns?
10/17/2023
At Serving Those Who Serve, we like to nerd out about all sorts of things, but mostly federal benefits. This week, Dan and Katelyn go over the shutdown, pay cliffs, and recent TSP volatility. The Fed15 Podcast (Ep. 18): Should ... Read More