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Part-Time Service and FERS Retirement

08/10/2021
Learn about retirement eligibility and computation when it comes to Part-Time Service Ed Zurndorfer- There are employees covered by the Federal Employees Retirement System (FERS) who at some point during their federal service may have worked less than full-time. In ... Read More
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What Employees Need to Know About the 2021 Child Tax Credit

08/06/2021
Read what every fed (with kids or dependents) needs to know about the 2021 Child Tax Credit Ed Zurndorfer- The American Rescue Plan Act (ARPA) included changes to the existing child tax credit. The changes were made in order to ... Read More
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Thrift Saving Plan Monthly Recap: July 2021

08/05/2021
STWS Advisor Jennifer Meyer wraps up July when it comes to TSP news. Jennifer Meyer, CFP© TSP Webinar Federal employees continued to enjoy positive performance for the 12-month period ending July 31, 2021, in all but one of the 5 ... Read More
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New Law Would Change Temporary and Seasonal Service

08/04/2021
Feds with temporary and seasonal service hours could become eligible for retirement sooner if proposed bill becomes law. bill, sponsored by three Republicans and one Democrat, would bolster retirement for federal workers with temporary and seasonal service. First introduced in ... Read More

Roth TSP part II: Converting a Traditional IRA or TSP Account to a Roth IRA

08/03/2021
Important considerations when converting a Traditional IRA or TSP Account into a Roth IRA < PART I Ed Zurndorfer- With less than six months remaining in the year, federal employees and annuitants still have time to save on federal and ... Read More
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Proposed Legislation Would Change Fiduciary Duty for FRTIB Board Members

08/02/2021
Senator Rubio continues to resist Chinese investments in TSP, introduces bill in the Senate in attempt to alter FRTIB fiduciary duties The Republican Senator from Florida, Marco Rubio, has taken a prominent stand against a proposed change to the TSP’s ... Read More
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Roth TSP, part I: Is it the Appropriate Choice for All Federal Employees?

07/30/2021
Roth TSP, is it appropriate for you to contribute? Read Ed’s overview of the Roth TSP Ed Zurndorfer- Since 2013, federal employees have had the option of contributing to the Roth Thrift Savings Plan (TSP). Employees can also contribute to ... Read More
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Options for Withdrawing from the Thrift Savings Plan – Part IV

07/27/2021
Withdrawing funds from your TSP account? Ed finishes his four-part overview of TSP withdrawals. < PART III Edward A. Zurndorfer This is the fourth of four FEDZONE columns discussing the withdrawal options that are available to all separated Thrift Savings ... Read More
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New “Mutual Fund Window” in TSP to Arrive in 2022

07/22/2021
In summer 2022, the TSP will add a “mutual fund window” option with 5000+ investment choices, including ESG funds. The Thrift Savings Plan (TSP) is different from many other defined-contribution plans for several reasons, one of which is the small ... Read More
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Options for Withdrawing from the Thrift Savings Plan – Part III

07/20/2021
Learn all about TSP annuities in part 3 of Ed’s 4-part feature about withdrawal options for the Thrift Savings Plan <Part II Ed Zurnforfer- This is the third of four FEDZONE columns discussing the withdrawal options that are available to ... Read More