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

The first podcast of the new year! Dan and Katelyn discuss their resolutions. Then, Dan goes into depth about the importance of a TSP beneficiary designation. Katelyn discusses what feds can expect during the first year after retiring from the ... Read More

The most popular articles from 2023 – by “Benefits Ben,” Jennifer Meyer, and Ed Zurndorfer. The most watched “FedLIfe” and “Fed15” podcast episodes on YouTube And lastly, federal pay raise updates and our most taken quiz Top “FEDZONE” Article “SECURE ... Read More

Before checking out for the Holiday break, take our latest quiz for feds! UPCOMING TSP WEBINAR [ays_quiz id=”69″] **Written by Benjamin Derge, Financial Planner, ChFEBC℠ The information has been obtained from sources considered reliable but we do not guarantee that ... Read More

Time to think about your 2024 contributions – for younger feds and those closer to retirement. The Thrift Savings Plan (TSP) announced in November the employee contribution limits to the TSP for calendar year 2024. For employees who will be ... Read More

Taking a glance at the first year of your federal retirement. What happens in the first four weeks after you’ve officially retired? Six month to nine months after retiring, we explain what to be aware of. At the end of ... Read More

What happens if no beneficiary is named when the account owner passes away? What choices are available to spousal and non-spousal TSP beneficiaries? How to ensure you heirs get the highest net amount from your TSP account. One of the ... Read More

Katelyn and Dan are ready for the holidays! This episode goes over when it’s a good time to take social security- 62, FRA, or 70? Then, Katelyn has some good news about November’s TSP performance! The Fed15 Podcast (Ep. 26): ... Read More