The Postal Service Reform Act of 2022 (PSRA) created a new group-sponsored health insurance plan, the Postal Service Health Benefits (PSHB) program. The PSHB is a new and separate program within the Federal Employees Health Benefits (FEHB) program, administered by ... Read More

 How to maximize your wealth transfer, smart strategies for estate planning and designating one’s beneficiaries.   When it comes to the intersection of personal finance and estate planning, maintaining and monitoring your beneficiary allocations is critical. If you’re a staunch listener ... Read More

Thrift Savings Plan Monthly Update for May 2024, by Jennifer Meyer, CFP®, ChFEBC℠, AIF® Jennifer Meyer, CFP© In May, stocks rebounded from an underwhelming April when all but one of the core 5 funds was negative for the month. For ... Read More

For the Fourth Consecutive Year, IRS Waives RMDs for Beneficiaries of Inherited Traditional IRAs For the fourth year in a row, the IRS has provided relief on required minimum distributions (RMDs) for non-eligible designated beneficiaries (NEDBs) of inherited traditional IRAs ... Read More

New HSA Contribution Limits for 2025 have been announced. Learn how to maximize your HSA and its potential to bolster your financial security. In the ever-evolving landscape of healthcare, understanding and optimizing your benefits can significantly impact your financial well-being. ... Read More

NASA Ranked Top Large US Federal Agency to Work for 12th Straight Year: read about the latest rankings for large, mid-size, and smaller agencies A recent report from the Washington Post revealed the latest rankings for the best US federal ... Read More

This is the second of two FEDZONE columns discussing military service credit rules for federal retirement purposes including retirement under CSRS and FERS.  This column discusses the amount of a military deposit for CSRS/CSRS Offset and FERS employees who want ... Read More

What is TCC for FEHB (federal employee health benefits) program? Learn about canceling coverage and temporary continuance of coverage. This article covers canceling federal employee health insurance and temporary continuance of coverage (TCC). This is the tenth article in our ... Read More

Discussing the world of Roth IRA contributions and the Saver’s Tax Credit. Learn how these financial tools can help grow your wealth a secure your future. Check Out Our Next Webinar on Tax Planning for Federal Employees – REGISTER HERE ... Read More

Approaching the 2-year anniversary of the TSP mutual fund window, we review if feds should reconsider “opening” their investment window. In June of 2022, the Thrift Savings Plan (TSP) opened a “mutual fund window” that expanded the investment options from ... Read More