The Fed15 Podcast: The Unicorn of Financial Planning?
10/24/2023
Time to get spooky? Dan and Katelyn chat about Vampire technicalities before taking a look at FEHB premium increases and Health Savings Accounts. The Fed15 Podcast (Ep. 19): The Unicorn of Financial Planning? Halloween is around the corner. Dan and ... Read More
Less Than Three Months Left in 2023 for TSP and IRA Planning
10/18/2023
Some year-end tips for the thrift savings plan and individual retirement accounts. As in most years, the year 2023 has flown by. We are in the last quarter of 2023 and the end of 2023 will soon be upon us. ... Read More
The Fed15 Podcast: Should You Worry About Recent TSP Returns?
10/17/2023
At Serving Those Who Serve, we like to nerd out about all sorts of things, but mostly federal benefits. This week, Dan and Katelyn go over the shutdown, pay cliffs, and recent TSP volatility. The Fed15 Podcast (Ep. 18): Should ... Read More
How can I Better Prepare for Retirement? – Health Savings Accounts 101
10/11/2023
STWS Advisor Jennifer Meyer explores how HSAs can help you save smarter for retirement Jennifer Meyer, CFP®, ChFEBC℠, AIF® We are often asked “what else can I be doing to prepare for my retirement?” While maximizing retirement (TSP) savings and ... Read More
Should You Withdraw Out of Your TSP?
09/20/2023
Should I Stay or Should I Go? The 3rd article in our series on the thrift savings plan (TSP). Should you stay or go? Hi again. Time to dive into volume 3 of our 4-part series covering the topic of ... Read More
Cheat Codes: Get the Most from Serving Those Who Serve
09/01/2023
Some Feds want to learn the ins and outs of every benefit they are entitled to and then there are others who just want to know “what to do.” Whichever type you are, Serving Those Who Serve (STWS) has resources ... Read More
Five Important Facts for Feds to Remember About Financial Planning
08/14/2023
Financial planning for federal employees – here are the top 5 things to know. Welcome to the final piece of our 11-part series of “listicles.” We’ve been going over 5 key points to remember for several areas of retirement planning ... Read More
The TSP: Should I Stay or Should I Go? 7 Points to Consider.
08/04/2023
Thinking about staying in the TSP -or going? The STWS team continues this series with 7 points to think about. Hi readers, we are back with part 2 in my series on making the decision to leave money in TSP ... Read More
Moving Money from TSP: Should I Stay or Should I Go?
07/10/2023
14 Points to Consider. Navigating the question of moving money from TSP or leaving it there, with help from…. the Clash? “Should I Stay or Should I Go?” by The Clash. if you bopped to this song in high school ... Read More
Successor Beneficiary of Inherited IRA
06/07/2023
Understanding the New RMD Rules for Non-Spousal Beneficiaries of Inherited IRAs – Part IV Ed Zurndorfer – This is the fourth of a series of FEDZONE columns discussing the changes to the required minimum distribution (RMD) rules for non-spousal beneficiaries of ... Read More
