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DOL Publishes Critique of TSP Regarding Climate Change Investments

04/04/2022
The Department of Labor (DOL) wants to address climate change in Thrift Savings Plan (TSP) Core funds- but relationship between the governmental entities is ambiguous Have questions about your TSP? Sign up for a no-obligation webinar Click Here to Register ... Read More

2023 Federal Pay Raise Update: White House Recommends 4.6%

03/30/2022
Thanks largely to inflation, President Biden’s office suggested the biggest pay raise for federal employees in over fifteen years: 4.6%. Have questions about your salary and benefits? Sign up for a no-obligation webinar Click Here to Register On Monday, March ... Read More

The Fed-Life Cycle

03/29/2022
STWS Advisor Jennifer Meyer shares what questions she hears from feds at different stages in their careers. Jennifer Meyer, CFP© Complimentary Webinars What does it mean to go through the Fed-Life Cycle? Let me start with my personal perspective as ... Read More

The Strategic Leg® – Planning for a Stable Retirement

03/28/2022
When comes to retiring under FERS, it is often described as a 3-legged stool. There is a fourth leg, however- The Strategic Leg® – Financial Planning and Investment Advisory Services from Serving Those Who Serve.           ... Read More

How Federal Employee Retirements Benefits Are Taxed by the IRS – Part V

03/24/2022
This column discusses the federal income tax consequences of making withdrawals from a TSP participant’s traditional TSP account and/or from a TSP participant’s Roth TSP account. < PART FOUR Edward A. Zurndorfer This is the fifth in a series of ... Read More

Understanding the 5 Year Rule for Roth IRAs

03/23/2022
Going over the complicated 5-year Rule for Roth Individual Retirement Accounts.           Financial Planning Webinar When you contribute to a Roth IRA, it is done with dollars that have already been subject to taxation, so for ... Read More

Marriage, Divorce, and Survivor Benefits for FERS and CSRS

03/22/2022
Survivor benefits reduce the retirement income a federal retiree receives from their FERS or CSRS annuity. Read how this works in situations with divorce, or when getting married after retiring. Complimentary Survivor Benefits Webinar: REGISTER HERE Survivor Benefits for FERS ... Read More

Federal Benefits Quiz: Test Your Knowledge

03/18/2022
Test your knowledge about federal benefits with a quick 3-question quiz about the TSP, taxes, and military service. [ays_quiz id=”2″] Federal Benefits Quiz 2

How Federal Employee Retirement Benefits Are Taxed by the IRS – Part IV

03/17/2022
This is the fourth in a series of FEDZONE columns discussing how federal employee retirement benefits are taxed by the IRS. This column discusses how Social Security disability and retirement benefits are taxed. < PART THREE This is the fourth ... Read More

The I-Fund: Investing Internationally with the TSP

03/15/2022
Should feds invest in the I-fund? Read about what risks and potential growth come with putting money in the TSP’s international investment option. Upcoming TSP Webinar: REGISTER HERE The I-Fund was not one of the original 3 TSP funds that ... Read More