Test your knowledge about federal benefits with a quick 3-question quiz to celebrate FED-UARY [ays_quiz id=”1″] **Written by Benjamin Derge, Financial Planner, ChFEBC℠ The information has been obtained from sources considered reliable but we do not guarantee that the foregoing ... Read More

Overview of the upcoming mutual fund window, a self-directed brokerage account, that is set to become available in a few months. Edward A. Zurndorfer– The Federal Retirement Thrift Investment Board (FRTIB) recently announced some major changes coming to the Thrift ... Read More

Happy Valentine’s Day, Feds! We continue celebrating FED-uary with a checklist to help choose a financial advisor. Jennifer Meyer, CFP© UPCOMING FINANCIAL PLANNING WEBINAR: REGISTER HERE This is the third in my Fed-uary series on working with financial advisors. Following ... Read More

In this episode, Dan Sipe and Ed Zurndorfer talk about how the RMDs for IRAs, 401ks, TSPs, and more will now have lower required payments. FedLife Podcast 67: Saving Money With The Updated IRS Life Expectancy Tables The IRS has ... Read More

Ed explains what CSRS Offset is, and the rules for survivor benefits and social security. Edward A. Zurndorfer– CSRS Offset is one of the more misunderstood types of federal retirement systems covering federal employees. Although there are not that many ... Read More

Rules for new mutual fund window were recently proposed by the FRTIB. Here’s what we know so far.     UPCOMING TSP WEBINAR REGISTER HERE The new mutual fund window that will be available to TSP accountholders is on track ... Read More

FED-uary continues with a delve into the “fourth leg” of FERS: Strategy. Jennifer Meyer, CFP© UPCOMING FINANCIAL PLANNING WEBINAR: REGISTER HERE The month of January 2022 is the perfect launching point for continuing the discussion of why federal employees benefit ... Read More

The 8 Most Important Questions Federal Employees Need to Ask Before Preparing Their 2021 Federal Tax Returns Edward A. Zurndorfer As federal employees organize their 2021 tax documents and tax-related information in order to prepare their 2021 federal income tax ... Read More

The TSP funds all lost ground last month, except the G Fund. The S Fund had the biggest drop, going down over 10%. Jennifer Meyer, CFP© TSP Webinar For the monthly followers of this column, you may recall my 2021 ... Read More

In this episode, Dan Sipe and Ed Zurndorfer talk about the 10 things that feds should know going into 2022 regarding your TSP, insurance, W2, and taxes. FEDLIFE Ep. 66: Top 10 Things Feds Need to Know in 2022 As ... Read More