Federal employees under both FERS and CSRS won’t want to miss this episode with financial planning tips about your pension, the TSP, and more! The Fed15 Podcast (Ep. 47): What Does It Mean to Prioritize Your Pension? Dan and Katelyn ... Read More

Understanding a “Backdoor” Roth IRA Including Advantages and Tax Implications A “backdoor” Roth IRA is a technique used by high-income individuals who are not eligible to contribute directly to a Roth IRA instead convert a traditional IRA to a Roth ... Read More

6 traps you’ll want to dodge before submitting your retirement packet to OPM. Plus – an update on the OPM backlog as March 31. One of the top complaints we hear from recent federal retirees is related to the length ... Read More

5 key items to keep in mind as you get close to your retirement from the US federal government. Also – which is your most important federal benefit? FEHB? TSP? FERS? The Fed15 Podcast (Ep. 42): Preparing for Your Federal ... Read More

Why the special retirement supplement (SRS) is no substitute for the “enhanced” Federal Employee Retirement System annuity feds can get at age 62. Check Out Our Next Webinar on Retirement Planning for Federal Employees – REGISTER HERE FedLife Podcast (ep. ... Read More

Top high-impact items that can help federal employees develop a sturdy financial plan. Also – Katelyn reviews the best (and WORST) accounts for inheritances. The Fed15 Podcast (Ep. 41): Top 5 Things You Need for a Federal Financial Plan Dan ... Read More

Why Young Employees Should Consider 2023 Roth IRA Contribution and Perhaps Benefit from IRS’ Savers Tax Credit Young federal employees, especially those employees who entered federal service in 2023 after graduation from college, are encouraged to make their 2023 Roth ... Read More

The top 5 things that federal employees should keep in mind as their retirement date draws near. Before pulling the trigger and submitting your retirement application to OPM’s iron mountain, there are some important items to make sure you understand ... Read More

Financial Planning for Federal Employees – Jen Meyer goes over the Top 5 things to consider when developing a federal financial plan. Jennifer Meyer, CFP© One of the most fulfilling aspects of my career is functioning as a financial teacher. ... Read More

This week’s episode is about mapping out your retirement from the federal government in the 2020s and understanding the Federal Employee Group Life Insurance (FEGLI) program The Fed15 Podcast (Ep. 37): The Golden Goose of Federal Retirement Dates Best days ... Read More