Understanding the New RMD Rules for Non-Spousal Beneficiaries of Inherited IRAs – Part III Ed Zurndorfer –  This is the third of a series of FEDZONE columns discussing the changes to the required minimum distribution (RMD) rules for non-spousal beneficiaries ... Read More

Understanding the New RMD Rules for Non-Spousal Beneficiaries of Inherited IRAs – Part II Ed Zurndorfer – This is the second of a series of FEDZONE columns examining the changes to the required minimum distribution (RMD) rules for non-spousal beneficiaries ... Read More

Understanding the New RMD Rules for Non-Spousal Beneficiaries of Inherited IRAs – Part I Over the last 3.5 years, there have been multiple changes to the required minimum distribution (RMD) rules for non-spousal beneficiaries of inherited IRAs. Among the major ... Read More

Long-term care insurance can be expensive, but it can also provide a more comfortable retirement for those who end up needing it. The Federal Long-Term Care Insurance Program (FLTCIP) stop accepting new applications last December, but those with existing policies ... Read More

A list of milestones that feds can use as a guide to make sure they’re on track for retirement planning. Federal employees reach stages of their federal service in which they achieve age and service milestones. The following is a ... Read More

Take our latest quiz. This week we’ve got questions on TSP taxes, Medicare part D, and lending money to family members. UPCOMING TAXES WEBINAR [ays_quiz id=”52″] **Written by Benjamin Derge, Financial Planner, ChFEBC℠ The information has been obtained from sources ... Read More

What feds should know about lending their family members money By: Katelyn Murray, CFP®, ChFEBC®, FBS®, CFT-1™, ECA – In our day-to-day work helping Feds create financial plans to meet their dynamic goals, one of the trends we’re seeing more ... Read More

Understanding the Recent Silicon Valley Bank and Signature Bank Collapses: What You Need to Know By: Katelyn Murray, CFP®, ChFEBC®, FBS®, CFT-1™, ECA – The recent collapse of Silicon Valley Bank and Signature Bank has sent shockwaves through the financial ... Read More

A guide written last year about federal employees, retirement planning, and working with a financial advisor. As stated in our “About” Section (here) – our mission at Serving Those Who Serve is to Reach, Teach, and Serve Federal Employees. For ... Read More

Quiz #43 features questions about recent news for federal employees, including OPM news regarding a cyber workforce dashboard plus oversight of FEHB participation. Also, more from the SECURE Act 2.0 that can impact a fed’s financial plan. Try These Quizzes: ... Read More