Discussing the world of Roth IRA contributions and the Saver’s Tax Credit. Learn how these financial tools can help grow your wealth a secure your future. Check Out Our Next Webinar on Tax Planning for Federal Employees – REGISTER HERE ... Read More

Approaching the 2-year anniversary of the TSP mutual fund window, we review if feds should reconsider “opening” their investment window. In June of 2022, the Thrift Savings Plan (TSP) opened a “mutual fund window” that expanded the investment options from ... Read More

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

• This week’s episode goes over the many TSP withdrawal types and how each gets taxed differently. Plus, Dan’s got some helpful financial tips for feds. The Fed15 Podcast (Ep. 46): How the TSP is Taxed and Some Financial Tips ... Read More

Join Dan and Ed as they unlock the potential of college savings accounts for a brighter future! Check Out Our Next Webinar on Tax Planning for Federal Employees – REGISTER HERE FedLife Podcast (ep. #118): Tax Credits for Your Child’s ... Read More

Three more things not to miss in a Federal Financial Plan, including pension prioritization and a “total” TSP plan. Jennifer Meyer, CFP© Hello again readers. Thank you for joining me for the final installment in my series, 5 things you ... Read More

This article focuses on financial planning for federal employees, specifically cash strategizing plus managing risks practically. Jennifer Meyer, CFP© Hello readers. As promised, I am back with a deeper dive into components of my previous article 5 things you must ... 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

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