Thrift Savings Plan Monthly Update for January 2024, by Jennifer Meyer, CFP®, ChFEBC℠, AIF® Jennifer Meyer, CFP© After a tremendous rally into the end of 2023, the first month of 2024 has brought some cooling to markets. In my opinion, ... Read More

Everything you need to know about the change coming in 2026 thanks to the SECURE Act 2.0 The good, the bad, and the ugly – we take a look at the pros and cons of this change. Regardless – contributing ... Read More

Employees Who Contributed Both to the TSP and to Another Tax-Deferred Retirement Plan During 2023 Need to Beware of Excess Elective Deferrals This column discusses the Internal Revenue Code (IRC) annual limit on elective deferrals. Elective deferrals include both before-taxed ... Read More

Dan and Katelyn discuss some shotput before going over the following topics: 2024 GSA reimbursement rates for gas mileage who use a vehicle for federal business. Financial planning for federal employees: Katelyn goes over some tips and reminders. The Fed15 ... Read More

This month’s quiz for federal employees and retirees. UPCOMING TSP WEBINAR [ays_quiz id=”70″] **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 ... Read More

Start the year off right by focusing on a better financial future. Here are some steps you can take now. by STWS Advisor Jennifer Meyer, CFP© At the start of every year, we are focused on how we can improve ... Read More

Some sour and sweet this week – shutdown update and a look back at TSP’s 2023 bounce back. Could the government shutdown result in a different 2024 pay raise? Reviewing the markets and TSP funds’ performance in 2023 – pretty ... Read More

Learn the importance of managing income in the first several months after retiring from the federal government Expanding the gap between TSP withdrawals and why you need a rainy day fund Financial planning for federal employees can help ease transition ... Read More

Thrift Savings Plan Monthly Update for December 2023, by Jennifer Meyer, CFP®, ChFEBC℠, AIF® Jennifer Meyer, CFP© What a difference a year makes! For my regular readers, you will recall that this time last year you (and your TSP), had ... Read More

SECURE Act 2.0 Legislation Affecting the TSP and IRAs Starting January 1, 2024 SECURE Act 2.0 includes 90 provisions focused on modernizing the US retirement system, promoting additional retirement savings, and changing the rules around retirement and employee benefits plan ... Read More