Taking a glance at the first year of your federal retirement. What happens in the first four weeks after you’ve officially retired? Six month to nine months after retiring, we explain what to be aware of. At the end of ... Read More

What happens if no beneficiary is named when the account owner passes away? What choices are available to spousal and non-spousal TSP beneficiaries? How to ensure you heirs get the highest net amount from your TSP account. One of the ... Read More

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 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

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

Thrift Savings Plan Monthly Update for November 2023, by Jennifer Meyer, CFP®, ChFEBC℠, AIF® Jennifer Meyer, CFP© November 2023 will go down as one of the best months for markets in recent memory. You may recall that last month I ... 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

STWS Advisor Jennifer Meyer goes over the tax limitations of the Thrift Savings Plan (TSP). Then, she reviews the withdrawal rules that trip up federal retirees. Jennifer Meyer, CFP© In my previous articles, I shared thoughts and strategies for navigating ... Read More

FRTIB approves new index for the I-fund in the Thrift Savings Plan (TSP). The index will include more countries, but China and Hong Kong are not included. Previous index switch for I-fund was blocked by Senator Rubio and the Trump ... Read More