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Category Archives: TSP

Don’t Miss These Three Federal Retirement Lessons from… Football?

03/02/2023
We offer insights from our years of experience working with feds through the lens of football. In my life, I have been blessed to be a part of three great, meaningful endeavors.  They are, in order: my family, my career ... Read More

FedLife Podcast: the SECURE Act 2.0 and the Future of the Roth TSP

03/01/2023
Planning for retirement can be overwhelming, especially when dealing with legal changes. But fear not. In this riveting episode, Ed Zurndorfer and Dan Sipe delve into the SECURE Act 2.0 and its impact on Roth TSP participants. FedLife Podcast (Ep. ... Read More

Serving Those Who Serve’s Weekly Quiz

02/24/2023
Our latest quiz is about Medicare premiums, telework policies, and alternative work schedules. Try These Quizzes: Quiz 44 Quiz 43 Quiz 42 [ays_quiz id=”45″] Weekly Quiz for Federal Employees

The Importance of Having an Estate Plan

02/24/2023
Six estate planning tips for federal employees, including wills, POAs, and more… Edward A. Zurndorfer Over the last three years, the COVID-19 pandemic has highlighted the importance for all individuals – young, middle aged and retired – to address their ... Read More

2024 COLA Outlook: Gauging Inflation and Introduced Bills

02/23/2023
Upcoming Cost-of-Living Adjustment (COLA) for Social Security beneficiaries and federal annuitants. Plus, proposed legislation about both COLA and leave. COLAs for federal retirees’ pension income and social security benefits are linked to inflation, which is measured by one of the ... Read More

TSP Announces Several Forms Are Now Obsolete

02/22/2023
The Thrift Savings Plan (TSP) released a bulletin about forms they will no longer accept. At the start of this month, the TSP sent out a release that announced several old forms for managing TSP accounts are officially obsolete. A ... Read More

Four Follies that Can Ruin Your Federal Retirement

02/21/2023
Jen delves into items 1 to 4 from her ’10 more ways to ruin a federal retirement’ list. Jennifer Meyer, CFP© Hello again readers and thank you for joining me in our discussion of “Ten More Easy Ways to Ruin ... Read More

Weekly Quiz for Federal Employees: the TSP and Proposed Legislation

02/17/2023
Our 44th weekly quiz focuses on recently introduced bills and the Thrift Savings Plan. Try These Quizzes: Quiz 43 Quiz 42 Quiz 41 [ays_quiz id=”44″] Quiz for Federal Employees

No More Required Minimum Distributions for Roth TSP Participants

02/15/2023
SECURE Act 2.0 Eliminates RMDs on Roth Retirement Plans: What Does It Mean to Roth TSP Participants? Edward A. Zurndorfer- If an individual owns a traditional IRA and has reached his or her required beginning date (RBD), he or she ... Read More

Rubio Reintroduces Bill to Keep TSP from Investing in Chinese Companies

02/14/2023
Marco Rubio has been against TSP investing in China for the past 3 years – and his efforts continued by proposing legislation. Back in 2020, the Federal Retirement Thrift Investment Board (FRTIB) was set to switch the market index that ... Read More