TSP Participants Living in New Jersey and Pennsylvania Should Be Aware on How Their Traditional TSP Withdrawals Are State-Taxed Edward A. Zurndorfer – Most federal employees are familiar with the tax benefits associated with the traditional Thrift Savings Plan (TSP). ... Read More

Our 53rd weekly quiz is about recent TSP performance, FERS history, and Taxes COMPLIMENTARY FERS WEBINAR [ays_quiz id=”53″] **Written by Benjamin Derge, Financial Planner, ChFEBC℠ The information has been obtained from sources considered reliable but we do not guarantee that ... Read More

In-depth explanations for items 8-10 (and the bonus item) from Jen’s second series of lists. Jennifer Meyer, CFP© Hello again readers. Thank you for joining me for the final installment of “Ten More Easy ways to ruin a Federal Retirement.” ... Read More

The Civil Service Retirement System – here’s a list of fast facts that you should keep in mind. Welcome to part two of our series of “listicles.” We’ll be going over 5 key points to remember for several areas of ... Read More

No matter what decision is made – is the life annuity option ever worth it? The biggest problem with purchasing the annuity is that it is irrevocable and as it is a single-premium immediate annuity, you cannot surrender the contract ... Read More

Take our latest quiz. This week we’ve got questions on TSP taxes, Medicare part D, and lending money to family members. UPCOMING TAXES WEBINAR [ays_quiz id=”52″] **Written by Benjamin Derge, Financial Planner, ChFEBC℠ The information has been obtained from sources ... Read More

The Federal Employee Retirement System – here’s a list of fast facts that you should keep in mind. Welcome to part one of a new series of “listicles.” We’ll be going over 5 key points to remember for several areas ... Read More

TSP Update for Month Ending March 2023- only the S fund sees negative month while I and C funds both grew over 7%! Jennifer Meyer, CFP© After a significant rise in January, and subsequent decline in February, March brought a ... Read More

While Completing Preparation of 2022 Income Tax Returns, Some Employees and Retirees May Have to Make Estimated Tax Payments During 2023. Edward A. Zurndorfer – Many federal employees and annuitants receive income during the year that is not subject to ... Read More

This week’s quiz focuses on TSP Withdrawals, Social Security benefits, and the NTEU. UPCOMING TSP WEBINAR [ays_quiz id=”51″] **Written by Benjamin Derge, Financial Planner, ChFEBC℠ The information has been obtained from sources considered reliable but we do not guarantee that ... Read More