Other than the mobile app and the mutual fund window, a lot of changes coming to the TSP are flying under the radar. Read about proposed changes from the FRTIB about TSP (Thrift Savings Plan) beneficiaries. Have Questions? Sign Up ... Read More

The new TSP Window is coming this summer – get ready with this quick quiz! [ays_quiz id=”7″]

Proposed legislation in Senate would give the same COLA to both FERS and CSRS pension recipients – similar to another bill introduced in the House last year. Complimentary Webinars: CSRS Webinar FERS Webinar             Alex ... Read More

Explaining the Rules Regarding Eligibility For and Computation of the FERS Retiree Annuity Supplement Edward A. Zurndorfer The retiree annuity supplement is a retirement benefit paid to those employees covered by the Federal Employees Retirement System (FERS) who retire before ... Read More

Test your knowledge on Federal Benefits [ays_quiz id=”6″]

Understanding the Calculation of the FERS Basic Gross Annuity: 1.0 Percent Versus 1.1 Percent Versus 1.7 Percent Accrual Factor UPCOMING FERS WEBINAR Edward A. Zurndorfer The Federal Employees Retirement System (FERS) consists of three retirement income components for FERS employees ... Read More

Right now, “I bonds” are paying 9.62%, and they are fully guaranteed by the Federal Government! There are some caveats, but we feel they are appropriate for many investors. Financial Planning Webinar One of the few silver linings we can ... Read More

New mobile app chatbot gets a name, and clarification on contributions, payments, and investments. Have Questions? Sign Up for Our No-Obligation TSP Webinar, Hosted by Ed Zurndorfer: Click Here to Register With the new mutual fund window looming, TSP participants ... Read More

What feds in the middle of their career, having between 5 and 15 years of service, should be thinking about regarding retirement planning. Jennifer Meyer, CFP© Complimentary Webinars: Register Here Oftentimes when I meet with Federal employees, I am asked, ... Read More

IRS Releases New SECURE Act Regulations that Affect Required Minimum Distributions (RMDs) – Part III < PART II Edward A. Zurndorfer – On February23, 2022, the IRS released long-awaited regulations on required minimum distributions (RMDs) from IRAs and workplace retirement ... Read More