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The Fed15 Podcast: How the TSP is Taxed and Some Financial Tips

05/07/2024
• This week’s episode goes over the many TSP withdrawal types and how each gets taxed differently. Plus, Dan’s got some helpful financial tips for feds. The Fed15 Podcast (Ep. 46): How the TSP is Taxed and Some Financial Tips ... Read More

What to Know About the TSP Performance Dip in April

05/06/2024
Thrift Savings Plan Monthly Update for April 2024, by Jennifer Meyer, CFP®, ChFEBC℠, AIF® Jennifer Meyer, CFP© Stocks took a breather in April after a remarkable five month run beginning in November 2023. Four of the five core funds were ... Read More

FedLife Podcast: Tax Credits for Your Child’s Education

05/03/2024
Join Dan and Ed as they unlock the potential of college savings accounts for a brighter future! Check Out Our Next Webinar on Tax Planning for Federal Employees – REGISTER HERE FedLife Podcast (ep. #118): Tax Credits for Your Child’s ... Read More

Changing Coverage: Open Seasons, Physicals, & FEGLI Qualifying Life Events

05/02/2024
Federal Employees elect to enroll in FEGLI Options A, B, & C when first eligible, but adding it later can get tricky- Open Seasons, Physicals, & FEGLI Qualifying Life Events Upon entering federal employment, eligible individuals are automatically signed up ... Read More

Three Things Your Federal Employee Financial Plan Needs

05/01/2024
Three more things not to miss in a Federal Financial Plan, including pension prioritization and a “total” TSP plan. Jennifer Meyer, CFP© Hello again readers. Thank you for joining me for the final installment in my series, 5 things you ... Read More

The Fed15 Podcast: Common Federal Retirement Application Mistakes

04/30/2024
In this episode, Dan and Katelyn dig into the critical details that can impact the processing time of your retirement application. Also – the TSP’s 30-day rule is done for! The Fed15 Podcast (Ep. 45): Common Federal Retirement Application Mistakes ... Read More

Cost-of-Living Adj.: How COLAs Work for CSRS and CSRS-Offset Annuitants

04/29/2024
Understanding Cost-of-Living Adjustments (COLAs) – Part I – How COLAs Work for CSRS and CSRS-Offset Federal employees are eligible to receive annual government-wide pay increases and locality pay adjustment increases each year. The government-wide pay increase each year is set ... Read More

How Are TSP Withdrawals Taxed?

04/25/2024
In this article, we cover how TSP withdrawals and rollovers are taxed. If you’re wondering “How Are TSP Withdrawals Taxed?” – you’ve come to the right place. When taking money out of the Thrift Savings Plan (TSP), several factors impact ... Read More

Cohesive Cash Strategy and Realistic Risk Management

04/24/2024
This article focuses on financial planning for federal employees, specifically cash strategizing plus managing risks practically. Jennifer Meyer, CFP© Hello readers. As promised, I am back with a deeper dive into components of my previous article 5 things you must ... Read More

The Fed15 Podcast: Reviewing TSP’s Recent Performance

04/23/2024
• We’ve got a special episode this week with Chelsea and Katelyn teaming up to tackle hosting. Chelsea and Katelyn provide some great market commentary pertaining to the TSP. The Fed15 Podcast (Ep. 44): Reviewing TSP’s Recent Performance Checking in ... Read More