The traditional TSP versus the Roth TSP – which is better? Learn the differences and why it’s probably a good idea if you’re on the younger side. Check Out Our Webinar on Tax Planning for Federal Employees and Retirees- REGISTER ... Read More

As we approach the end of the year, time to go over required minimum distributions (RMDs) and how the SECURE Acts 1.0 and 2.0 changed the IRS penalties and rules. Check Out Our Webinar on Tax Planning for Federal Employees ... Read More

Learn what factors should be taken into account when deciding when to withdraw social security retirement benefits When is it a good idea to wait for the FRA or age 70 to claim social security benefits? Other points to consider ... Read More

Is Medicare free? Should you get a medigap plan? Are you “over-insured”? Is dropping FEHB in retirement a good idea? – Learn the answers to these questions and more! Don’t miss our Special FEHB Open Season Webinar on November 28th ... Read More

See what message from the STWS inbox had both Ed and Dan flabbergasted. This episode is all about the importance of beneficiaries – including contingent vs. successor. ESTATE PLANNING WEBINAR FedLife Podcast (ep. 105): Why You Should Fill Out Your ... Read More

The 3.2% Cost-of-Living Adjustment (COLA) will apply to CSRS and Social Security. FERS annuitants will see a 2.2% adjustment. A little higher than the 3.0% predicted at the end of August, the Social Security Administration recently announced next year’s COLA ... Read More

Enrolled in federal long-term care insurance? You probably have to make an important decision before November 9th. In this special episode, Dan and Ed are digesting the most recent premium increase for FLTCIP policies. LONG TERM CARE WEBINAR FedLife Podcast, ... Read More

Roth IRAs and Roth TSP accounts are different types of retirement savings vehicles with different rules you need to know about. UPCOMING TSP WEBINAR FedLife Podcast (ep. 104): 5-Year Rules for Roth Accounts Want to make tax-free, penalty-free withdrawals from ... Read More

Dan and Ed review 10 social security myths, for military members and federal civilian employees. SOCIAL SECURITY WEBINAR FedLife Podcast (ep. 103): 10 Social Security Myths Learn about reductions, full retirement age, and more! Ed and addresses several myths like: ... Read More

Back in July, the IRS announced that the HSA contribution limit for feds will increase to $4150 for self-only plans and $8300 for others. As a recap, a health savings account (HSA) is for those who are enrolled in a ... Read More