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Fed Life Cycle: Pre-Retirement

06/17/2022
Jennifer Meyer continues her Fed-Life-Cycle series, reviewing what Feds need to prepare for pre-retirement. Jennifer Meyer, CFP© Complimentary Webinars: Register Here Congratulations! At this point in your federal career, the finish line is in sight! The last five years before ... Read More

FEDLIFE Podcast: Inheriting Savings Accounts – Part 2

06/15/2022
In this episode, Dan Sipe & Ed Zurndorfer discuss the procedure to follow if someone isn’t named an eligible beneficiary. Along with how required minimum distribution works and the importance of transferring your ROTH TSP account to a ROTH IRA ... Read More

FEDLIFE Podcast: Inherited IRA or TSP Accounts

06/08/2022
Dan Sipe and Ed Zurndorfer discuss everything you need to know about inheriting your loved ones’ IRA or TSP Account FEDLIFE Podcast Ep.73: Inheriting an IRA or TSP Account You inherit your loved ones’ Individual Retirement Plan (IRA) or Thrift ... Read More

Quiz #9: Federal Retirement Benefits

06/01/2022
Test your knowledge on the TSP, Long-Term Care, and FERS Deferred Retirement [ays_quiz id=”9″] Federal Retirement Benefits

Fed Life Cycle- Committed Mid-Career Fed

05/27/2022
Have you been a federal employee for more than 15 years? Jennifer Meyer continues her Fed-Life-Cycle series, reviewing what Committed Mid-Career Feds need to be aware of to prepare for retirement Jennifer Meyer, CFP© Complimentary Webinars: Register Here Continuing my ... Read More

FERS Retirement Choices: Which One is Right for You?

05/25/2022
How well do you know the differences between the various types of FERS Retirements? Complimentary Webinars: FERS Webinar Let’s look at an overview of the numerous types of retirements that can occur under FERS: 1. Immediate and Full You’re eligible ... Read More

The Differences Between FERS Deferred Retirement and Postponed Retirement

05/23/2022
Understanding the Differences Between FERS Deferred Retirement and FERS Postponed Retirement Federal employees who are covered by the Federal Employees Retirement System (FERS) have several retirement options available to them. Perhaps the most commonly known and sought type of retirement ... Read More

Beneficiary Rules Likely Changing for TSP

05/23/2022
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

FERS Annuity Supplement

05/19/2022
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

Understanding FERS Calculation

05/12/2022
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