The SECURE Act 2.0 made a lot changes that could impact your financial strategy, including being able to rollover unused 529 money into a Roth IRA.
This episode is about the rules, application process, and calculations involved with a disability retirement for federal employees under both FERS and CSRS.
New TSP contribution limits for 2024, over $2 Billion moved to G in October, plus a new loan tracking tool.
The USPS is getting booted from FEHB plans and will have to join a new PSHB program. Also in this episode, information on shutdowns and the 2024 federal pay raise.
Jen delves into items 1 to 4 from her ’10 more ways to ruin a federal retirement’ list.
Our 44th weekly quiz focuses on recently introduced bills and the Thrift Savings Plan.
[ays_quiz id=”44″]Technically, the top “Benefits Ben” articles were the Pay Raise updates. Same with the most watched “Fed15” podcast. The top article and episode chosen for these categories were the most popular that weren’t about next year’s 5.2% pay increase for feds. If you’d like to learn about that, check out our latest update here.
Happy New Year!
**Written by Benjamin Derge, Financial Planner, ChFEBC℠ The information has been obtained from sources considered reliable but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of Benjamin Derge and not necessarily those of RJFS or Raymond James. Links are being provided for information purposes only. Expressions of opinion are as of this date and are subject to change without notice. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors.
The FedLife Podcast is your in-depth, biweekly deep dive into the world of federal benefits and retirement planning. Hosted by federal benefits expert Ed Zurndorfer and Dan Sipe of Serving Those Who Serve, each 30-minute episode unpacks the complexities of FERS and CSRS retirement, FEHB and Medicare, survivor benefits, tax planning, and more. Designed for federal employees and retirees who want more than just the basics, FedLife goes beyond the headlines to explore the rules, nuances, and strategies that can make a meaningful difference in your retirement. Remember: it’s your Fed life, make it a great one.
The Fed15 Podcast is your weekly 15(ish)-minute briefing on federal benefits and financial planning, built specifically for federal employees and retirees. Hosted by Dan Sipe and Katelyn Murray of Serving Those Who Serve, each episode delivers clear, actionable guidance on topics like FERS and CSRS retirement, TSP strategies, FEHB, survivor benefits, tax planning, and more! Whether you’re five years from retirement or already there, The Fed15 helps you cut through the noise, avoid costly mistakes, and make confident decisions about your federal benefits.
