In this episode, Jen and Dan go over managing taxes as income stacks up in retirement and whether heavy reliance on U.S. stocks in the TSP adds unnecessary risk. They cover how to avoid tax surprises through proper withholding and ... Read More

If you’re behind on retirement savings, the goal isn’t perfection. It’s increasing how much you save, starting now. For many Feds, catch-up saving after 50 comes down to three levers: contributions, taxes, and spending. When you increase savings, manage taxes intentionally, ... Read More

In this episode, Katelyn and Jen discuss the tradeoffs between federal service and contracting, the 2025 pay raise versus inflation, and key retirement planning challenges, closing with actionable steps for employees to consider. Check Out Our Next FERS Webinar for ... Read More

In this episode, Katelyn and Dan examine the evolving federal job landscape and charitable giving strategies. They cover federal employee survey findings, the value of core benefits like FERS, TSP, and FEHB, and key steps to protect retirement security, followed ... Read More

In this episode, Katelyn and Dan examine the evolving federal job landscape and charitable giving strategies. They cover federal employee survey findings, the value of core benefits like FERS, TSP, and FEHB, and key steps to protect retirement security, followed ... Read More

For our Feds, retirement brings both a steady pension and required minimum distributions (RMDs) – those IRS-mandated withdrawals from your retirement accounts once you reach a certain age. By thoughtfully combining these two income streams, you’ll keep more of your hard-earned money ... Read More