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

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

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

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

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

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

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 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

What feds in the middle of their career, having between 5 and 15 years of service, should be thinking about regarding retirement planning. Jennifer Meyer, CFP© Complimentary Webinars: Register Here Oftentimes when I meet with Federal employees, I am asked, ... Read More

IRS Releases New SECURE Act Regulations that Affect Required Minimum Distributions (RMDs) – Part III < PART II Edward A. Zurndorfer – On February23, 2022, the IRS released long-awaited regulations on required minimum distributions (RMDs) from IRAs and workplace retirement ... Read More