In this episode, Dan and Katelyn engage in a Q&A with Alan Lescht, founder and managing shareholder of Alan Lescht & Associates, P.C. As a DC employment attorney, Alan brings his expertise to the discussion, offering a professional perspective on ... Read More

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

We find ourselves in very stressful times and many federal employees are facing uncertainty due to potential agency reductions in force (RIF). It’s natural to feel anxious about job security and future retirement plans. This article aims to provide clarity ... 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

With a new Presidential administration and a new Congress taking office in January 2025, there has been much discussion in Washington on reducing the size of the federal workforce. Possible reductions-in-force (RIFs), discontinued service retirements and early retirements are resulting ... Read More

When planning for retirement, timing is everything-especially for Feds looking to maximize their benefits. One of the key factors in ensuring a smooth transition to retirement is choosing the right date to retire.  Ideally, you want to retire on the ... Read More

Each year, IRS rules limit the amount that employees can contribute via payroll deduction to their qualified retirement plans such as 401(k), 403(b) and 457 retirement plans. Federal employees are limited as to the amount of what they can contribute ... Read More

At the time of this writing, there is uncertainty as to the amount of the 2025 pay raise. In August, President Biden formalized his proposed 2.0 percent average pay raise, stipulating that 1.7 percent would be devoted to an across-the-board ... Read More

Written By: Matthew Kramer As the year comes to a close, now is the perfect time to take stock of your financial situation and set the stage for a successful year ahead. Whether you’re building wealth, preparing for retirement, or ... Read More

While investors prefer to have their investments increase in value over time, sometimes an investment that has lost value can produce some good in the form of possible tax savings. The strategy that allows an investor to utilize a realized ... Read More