This month’s quiz focuses on the TSP, FEHB and Medicare, and social security. Test your knowledge! FEHB & MEDICARE WEBINAR [ays_quiz id=”68″] **Written by Benjamin Derge, Financial Planner, ChFEBC℠ The information has been obtained from sources considered reliable but we ... Read More

Thrift Savings Plan Monthly Update for October 2023, by Jennifer Meyer, CFP®, ChFEBC℠, AIF® Jennifer Meyer, CFP© October did not bring any relief to weary market participants. For the fourth consecutive month, four of the five core TSP funds were ... Read More

The roundup of news for federal workers. Learn about the SECURE Act 2.0, proposed legislation to equalize cost-of-living adjustments for FERS retirees, and what’s up with the potential shutdown? This week’s overview of news for federal employees covers three important ... Read More

New TSP contribution limits for 2024, over $2 Billion moved to G in October, plus a new loan tracking tool. Here’s a review of some recent news regarding the Thrift Savings Plan (TSP). For commentary on recent returns, check out ... Read More

Three pieces of legislation have been introduced in the House. The topics include FERS participants, on-duty beath benefits, and temporary service. In this week’s roundup of recent news pertaining the federal workforce, we look at three pieces of recently introduced ... Read More

Learn about an annuity that can help reduce required minimum distributions (RMDs) Many individuals are not comfortable with annuities. A major reason for this not being comfortable with an annuity is due to a lack of knowledge as to how ... 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

Continuing our FEHB series, looking at premiums and the effect on taxes, social security, and other benefits. OPM’s FEHB Handbook is a dense digital document that details all the technicalities around health insurance for active and retired federal workers and ... Read More

Some year-end tips for the thrift savings plan and individual retirement accounts. As in most years, the year 2023 has flown by. We are in the last quarter of 2023 and the end of 2023 will soon be upon us. ... Read More

At Serving Those Who Serve, we like to nerd out about all sorts of things, but mostly federal benefits. This week, Dan and Katelyn go over the shutdown, pay cliffs, and recent TSP volatility. The Fed15 Podcast (Ep. 18): Should ... Read More