We celebrate the end of the year with our Top 5 “Most-Listened-To” Podcasts in 2021 Complimentary Webinars 5. Episode 12: The Scoop on the Roth TSP Click Here to Listen The Roth option in Thrift Savings Plans (TSP) is arguably ... Read More

We celebrate the end of the year with our Top 5 “Most-Read” Articles, written by STWS Advisor Jennifer Meyer, in 2021 Complimentary Webinars 5. Top 5 Steps to Take Now for a Brighter Financial Future Click Here to Read A ... Read More

We celebrate the New Year with our Top 5 “Most-Read” Blogs by ‘Benefits Ben’ in 2021 Complimentary Webinars 5. FERS Retirement Choices Click Here to Read Learn about the many options for FERS employees when it comes to claiming retirement ... Read More

Learn About New Tax Rules for 2021 That Provide Extra Tax Savings Opportunities for Charitable Giving Edward A. Zurndorfer December 31, 2021 is the last day for individuals to make tax-deductible contributions for the year 2021. During the COVID-19 pandemic, ... Read More

Effective in 2022, RMDs from retirement accounts will be calculated with new life expectancy factors, making required distributions slightly less than they would’ve been with the old factors. Complimentary Webinars: Register Here Updated Life Expectancy Factors For the first time ... Read More

The F-fund is the only bond fund in the Thrift Savings Plan (TSP), although the G-fund’s performance is tied to US treasury bonds. Learn how the F-fund works to protect your retirement savings. Complimentary TSP Webinar: REGISTER HERE The F-fund ... Read More

Ed breaks down for whom this month may be the best time to perform a Roth Conversion in their Individual retirement account. Edward A. Zurndorfer– Conversions of traditional IRAs to Roth IRAs can be performed at any time. Federal employees ... Read More

For both the previous month and the previous 12-month period, the C, S, F, and I funds all had positive performance while the F Fund’s value dropped. Jennifer Meyer, CFP© TSP Webinar After a strong October for the three TSP ... Read More

Biden’s vaccine mandate is held up in Federal Court. Federal employees have until November 22nd to either request an exemption or to be fully vaccinated. January 4th is the deadline for Federal Contractors. Complimentary Webinars: REGISTER HERE The President signed ... Read More

Some years have one extra pay period than most, learn how it impacts your federal benefits. Thanks to the mathematical nature of a 365-day calendar year, and biweekly pay periods, every now and then there are 27, instead of 26 ... Read More