Ed and Dan cover important retirement deadlines for 2024, including RMDs for TSP and IRA owners, and the benefits of Qualified Charitable Distributions (QCDs). They also discuss Roth IRA conversions before tax cuts expire in 2025 and rules for IRA ... Read More

Each year, IRS rules limit the amount that employees can contribute via payroll deduction to their qualified retirement plans such as 401(k), 403(b) and 457 retirement plans. Federal employees are limited as to the amount of what they can contribute ... Read More

The Thrift Savings Plan (TSP) offers Feds a unique opportunity to grow retirement savings with a government match of up to 5% of your salary. But did you know that contributing too much, too quickly, could mean missing out on ... Read More

Dan and Katelyn discuss updates on federal benefits for same-sex couples, including retroactive survivor benefits and key topics like FEGLI, TSP, and estate planning. They also cover the Social Security Fairness Act, its impact on CSRs and public safety employees, ... Read More

In the wake of the election earlier this month, renewed concerns have surfaced over the new administration’s possible reactivation of Executive Order 13957, also known as Schedule F.  By now, you most likely know that this action was advanced in ... Read More

In the wake of the election earlier this month, renewed concerns have surfaced over the new administration’s possible reactivation of Executive Order 13957, also known as Schedule F.  By now, you most likely know that this action was advanced in ... Read More

Dan and Katelyn delve into strategies for optimizing your TSP in volatile markets, providing valuable insights and tips to help mitigate risk. They also explore the 2024 Sammies, highlighting the winners and their positive impact on society through their work ... Read More

Jennifer Meyer, CFP© The C Fund continued its strong performance in September, marking the fifth consecutive month of positive returns. Except for April, when it lost 4%, the fund has been positive every month in 2024. It has also been ... Read More

Dan and Katelyn explore the Windfall Elimination Program and its impact on CSRS employees. They also review the performance of the TSP funds for August and year-to-date. Check Out Our Next FERS Webinar for Federal Employees – REGISTER HERE The ... Read More

Most of the Feds we talk with at Serving Those Who Serve consider their Thrift Savings Plan (TSP) to be a critical component of their retirement planning. Recent numbers from the Federal Retirement Thrift Investment Board (FRTIB) certainly bear this out. According to the ... Read More