Katelyn and Dan explore how 529 plans have expanded beyond traditional college savings and how Medicare IRMAA can affect retirement healthcare costs. Check Out Our Next FERS Webinar for Federal Employees – REGISTER HERE The Fed15 Podcast | Ep. 163: ... Read More

If you’re a regular reader of the STWS blog, you’ll know it’s about that time of year again… In recent years, writing about the JORC (the “joy of Roth conversions,” naturally) has become a bit of an annual tradition. It ... Read More

Medicare can seem straightforward until income comes into play. The Income-Related Monthly Adjustment Amount (IRMAA) is the extra amount some higher-income Medicare enrollees pay for Medicare Part B and Part D coverage. IRMAA does not affect the Medicare coverage you receive, but ... Read More

In this episode, Dan and Katelyn discuss key 2025 tax changes from the OBBBA and their impact on federal employees. They cover tax deductions, estate planning, and student loan updates, followed by Roth conversion strategies to help diversify retirement portfolios ... Read More

In this episode, Dan and Katelyn discuss key 2025 tax changes from the OBBBA and their impact on federal employees. They cover tax deductions, estate planning, and student loan updates, followed by Roth conversion strategies to help diversify retirement portfolios ... 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