Dan and Katelyn discuss Roth TSPs, comparing them to Traditional TSPs and clarifying misconceptions about taxes, employer matches, and RMDs. They then cover key considerations for including cryptocurrency in estate planning, such as inventory, beneficiaries, and legal frameworks. Check Out ... Read More

Dan and Katelyn discuss ESG investing, highlighting its benefits and offering key steps to consider for those interested in incorporating it into their portfolio. They then explore RMD withdrawal strategies, focusing on how to leverage tools like QCDs and Roth ... Read More

Katelyn and Dan explore the complexities of working abroad and international marriages, focusing on the advantages and challenges related to benefits, taxes, and estate planning. They then shift to a discussion on Health Savings Accounts (HSAs), providing an overview of ... Read More

Katelyn covers the Social Security Fairness Act, which repeals the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), impacting Social Security benefits for CSRS and CSRS Offset employees. She also discusses life after a reduction in force, focusing on ... Read More

Dan and Katelyn discuss the 2025 contribution limits for TSPs, HSAs, and FSAs, offering insights into the key updates. They also cover the proposed 2026 pay raise, providing an overview of the rationale behind the increase and its potential impact. ... Read More

Dan and Katelyn discuss managing breaks in federal service, covering TSP mobility, rollovers, and the importance of keeping personnel files. They highlight continuing retirement savings after transitioning to the private sector and the importance of maintaining your FERS balance. They ... Read More

Dan and Katelyn discuss special needs planning for federal families alongside the initial five executive orders recently released. They provide a thorough exploration of both topics as they relate to federal employees, carefully examining the functionalities, implications, and key considerations ... Read More

Dan and Katelyn cover key TSP loan information, highlighting important details federal employees need to be aware of. They also discuss relevant policies, benefits, and resources that every caregiver should know about, providing valuable insights to help navigate both financial ... Read More

Dan and Katelyn dive into the topic of federal employees taking on side gigs, discussing important considerations such as rules, regulations, compliance, taxes, deductions, and contributions. They also examine the best retirement dates between 2025 and 2030, offering insights into ... Read More

Dan and Katelyn explore the concept of aging in place, highlighting its benefits, such as staying in a familiar environment and maintaining strong connections within the community. They also discuss strategies for managing the associated costs, including available resources and ... Read More