Dan and Katelyn share essential retirement planning tips for millennials, emphasizing the importance of starting early. They also tackle the potential return of Schedule F, addressing the anxiety it may be causing for federal employees, and provide practical guidance and ... Read More

Join Ed and Dan as they discuss OPM’s push for FEHB health plans to adopt Medicare Part D for federal retirees. They cover key changes from the Inflation Reduction Act, auto-enrollment, and what retirees should consider when choosing between FEHB ... Read More

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

Ed and Dan take a comprehensive deep dive into the complexities of Medicare, breaking down its four key components: Part A, Part B, Part C, and Part D. They also explore the nuances of the Federal Employees Health Benefits (FEHB) ... Read More

As a federal employee, you may already earn a great income; however, you might want to increase your earnings. Perhaps you’re planning for a special event, considering a dream vacation, or looking to enhance your retirement savings. Can federal employees ... 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

As retirement nears, many of our Feds start thinking about what it will take to stay safely in their homes for the long term. Fortunately, many federal employees have access to a range of benefits and financial tools to help ... Read More

Retiring from federal service is a significant milestone. For many, it’s an exciting time to embark on new adventures, while others may find themselves uncertain about their next steps. After years of dedicated work, our Feds often tell us they’re ... Read More

Dan and Katelyn discuss different TSP withdrawal options covering their pros, cons, and important things to consider when making this decision. They also discuss FEHB in retirement covering eligibility, what stays the same and what may appear different. Ultimately they ... Read More

At the time of this writing, there is uncertainty as to the amount of the 2025 pay raise. In August, President Biden formalized his proposed 2.0 percent average pay raise, stipulating that 1.7 percent would be devoted to an across-the-board ... Read More