Learn the importance of managing income in the first several months after retiring from the federal government Expanding the gap between TSP withdrawals and why you need a rainy day fund Financial planning for federal employees can help ease transition ... Read More

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

For feds who use privately owned vehicles, some reimbursement rates rose while others dipped depending on the vehicle A look at the Lodging plus M&IE rates that were set for the fiscal year 2024 back in August Other rates that ... Read More

Thrift Savings Plan Monthly Update for December 2023, by Jennifer Meyer, CFP®, ChFEBC℠, AIF® Jennifer Meyer, CFP© What a difference a year makes! For my regular readers, you will recall that this time last year you (and your TSP), had ... Read More

SECURE Act 2.0 Legislation Affecting the TSP and IRAs Starting January 1, 2024 SECURE Act 2.0 includes 90 provisions focused on modernizing the US retirement system, promoting additional retirement savings, and changing the rules around retirement and employee benefits plan ... Read More

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

A qualified longevity annuity contract (QLAC) – learn what it is, how it works, and one of the best benefits, lower required minimum distributions (RMDs)! Check Out Our Webinar on Tax Planning for Federal Employees and Retirees- REGISTER HERE FedLife ... Read More

The most popular articles from 2023 – by “Benefits Ben,” Jennifer Meyer, and Ed Zurndorfer. The most watched “FedLIfe” and “Fed15” podcast episodes on YouTube And lastly, federal pay raise updates and our most taken quiz Top “FEDZONE” Article “SECURE ... Read More

Before checking out for the Holiday break, take our latest quiz for feds! UPCOMING TSP WEBINAR [ays_quiz id=”69″] **Written by Benjamin Derge, Financial Planner, ChFEBC℠ The information has been obtained from sources considered reliable but we do not guarantee that ... Read More

Time to think about your 2024 contributions – for younger feds and those closer to retirement. The Thrift Savings Plan (TSP) announced in November the employee contribution limits to the TSP for calendar year 2024. For employees who will be ... Read More