2021 TSP Catch-up Contributions and the Spillover Provision Jennifer Meyer CFP© If a federal employee has reached or will reach their 50th birthday in 2021 they are eligible to make “Catch-Up” contributions to their TSP account. The maximum catch-up contribution ... Read More

With a little less than a month to go, individuals still have time to make some tax moves in order to save on their 2020 federal taxes. In this column Ed Zurndorfer discusses these tax moves. Edward A. Zurndorfer – ... Read More

STWS Advisor, Jennifer Meyer, provides a monthly update on the TSP for federal employees. Jennifer Meyer, CFP© Just one short month ago, the market was filled with anxiety over the impending election. Four weeks later, each of the three TSP ... Read More

STWS Advisor Jennifer Meyer’s update on October’s TSP performance Jennifer Meyer, CFP® Election Day 2020 finds the country in the midst of another surge of coronavirus cases with warnings of a long, dark winter ahead. Meanwhile, stock market volatility accelerated ... Read More

Edward A. Zurndorfer – Each year during the Office of Personnel Management (OPM)’s sponsored benefits “open season”, employees and annuitants make decisions regarding which health, dental and vision insurance plans they want to be covered by during the upcoming plan ... Read More

The Federal Retirement Plan, TSP, Will Require a Notary for Documents for which the Requirement had been Waived due to COVID-19. When a withdrawal is requested from a Federal employee’s Thrift Savings Plan (TSP) account, a spousal signature is required. ... Read More

Serving Those Who Serve‘s Quarterly Newsletter- October 2020 In the Q3 Newsletter: The TSP & the Election by Jennifer Meyer, STWS Advisor From the FEDZONE, Ed’s article on Estate Planning Also, an article from the Coach’s Corner by Bob Oberleitner ... Read More

STWS Advisor Jennifer Meyer Breaks Down What Feds Need to Know About their TSP Investments on the Brink of a Presidential Election It is an almost daily question in the life of a financial advisor these days- “should I make ... Read More

The temporarily increased maximum amount for TSP loans will expire on September 22nd The Thrift Savings Plan (TSP) for Federal Employees increased the maximum loan amount from $50,000 to $100,000 due to the CARES Act and coronavirus crisis. The online ... Read More

OPM Announced CFC donations can be made from September 15, 2020 to January 15, 2021. Despite reforms in 2017, donations have declined every year since 2009 The combined federal campaign (CFC) is a fundraising effort fueled by donations from Federal ... Read More