In this episode, Ed and Dan discuss how disclaimers can provide flexibility in estate planning for federal employees and retirees with large traditional TSP and IRA accounts. They explain how disclaimers work, why they may help manage inherited retirement assets, ... Read More

Many Feds assume a will gives the final answer on who receives their assets after death. For a Thrift Savings Plan (TSP) account, the beneficiary form usually carries more weight. A Thrift Savings Plan (TSP) account generally follows the most recent valid ... Read More

In this episode, Dan reviews key benefit changes in the 2025 reconciliation bill, legal decisions shaping TSP and pensions, and what to watch moving forward. Katelyn highlights why updating beneficiary designations matters, the forms required, and how to avoid common ... Read More

Life happens – marriages, divorces, births, deaths. And while federal employees are good at planning ahead, one thing often gets overlooked: beneficiary designations. These documents determine who receives your Thrift Savings Plan (TSP), life insurance, and survivor benefits upon your passing, and ... Read More

Life happens – marriages, divorces, births, deaths. And while federal employees are good at planning ahead, one thing often gets overlooked: beneficiary designations. These documents determine who receives your Thrift Savings Plan (TSP), life insurance, and survivor benefits upon your passing, and ... Read More