Top high-impact items that can help federal employees develop a sturdy financial plan. Also – Katelyn reviews the best (and WORST) accounts for inheritances. The Fed15 Podcast (Ep. 41): Top 5 Things You Need for a Federal Financial Plan Dan ... Read More

Why Young Employees Should Consider 2023 Roth IRA Contribution and Perhaps Benefit from IRS’ Savers Tax Credit Young federal employees, especially those employees who entered federal service in 2023 after graduation from college, are encouraged to make their 2023 Roth ... Read More

NASA Accepting Astronaut Applications, TSP’s I-Fund’s New Index, and More Federal Employee News A round-up of federal employee news revolving around the world of US federal government employees and their retirement benefits. This article reviews the recent graduating class of ... Read More

The top 5 things that federal employees should keep in mind as their retirement date draws near. Before pulling the trigger and submitting your retirement application to OPM’s iron mountain, there are some important items to make sure you understand ... Read More

In the TSP for feds and in 401(k) plans in the private sector, it is important to watch out for excessive elective deferrals! Check Out Our Next Webinar on Tax Planning for Federal Employees – REGISTER HERE FedLife Podcast (ep. ... Read More

Financial Planning for Federal Employees – Jen Meyer goes over the Top 5 things to consider when developing a federal financial plan. Jennifer Meyer, CFP© One of the most fulfilling aspects of my career is functioning as a financial teacher. ... Read More

CFP® Professional Katelyn Murray breaks down which financial accounts are the best for inheritances… and which types aren’t. Katelyn Murray, CFP®, ChFEBC®, FBS®, CFT-1™, ECA – When it comes to financial planning for federal government employees and retirees, considering the ... Read More

Meet Chelsea English, our special guest co-host filling in for Katelyn this week for the TSP monthly recap. Dan reviews how to ensure feds are getting their full TSP match. The Fed15 Podcast (Ep. 39): TSP Recap with Special Guest, ... Read More

The Case for Roth Conversions through 2025: Maximizing Tax Savings for Federal Government Employees and Retirees By: Katelyn Murray, CFP®, ChFEBC®, FBS®, CFT-1™, ECA – By Katelyn Murray- Roth conversions are a bit of a hot-button topic as of late ... Read More

We’ve got Olympics talk and Katelyn discusses her local theatre scene. Then, Dan goes over the two misunderstood TSP funds, the S and I. Then, who funds your FERS retirement? The Fed15 Podcast (Ep. 38): The Most Misunderstood TSP Funds ... Read More