Katelyn and Dan discuss how federal employees can create more tax flexibility in retirement and prepare for one of the largest potential retirement expenses: long-term care. Check Out Our Next FERS Webinar for Federal Employees – REGISTER HERE The Fed15 ... Read More

Dan and Katelyn discuss what federal employees need to know for 2026, including new TSP and IRA contribution limits, updated catch-up rules, and Roth considerations. They also cover common retirement application mistakes that can delay first payments, share tips for ... Read More

Join Dan and Ed as they break down the Medicare Open Enrollment (Annual Election) Period and what federal retirees need to know when choosing or changing coverage. This episode explains the differences between Original Medicare, Medicare Advantage (MA), and Medicare ... Read More

In this episode, Dan and Ed break down the differences between Roth TSP and Roth IRA accounts for federal employees. They explain the advantages and limitations of each option, strategies for maximizing contributions, and important considerations for withdrawals, tax treatment, ... Read More

Many financial advisors recommend “529” education savings plans to their clients in order to help for the future cost of higher education. Among the advantages of “529” education savings plans are tax-deterred growth and tax-free withdrawals to pay qualified expenses ... Read More

Roth IRAs have been available since 1998. In spite of their being advertised as a financial panacea, Roth IRAs  may not be financially suitable for all individuals. At this time late in the year, many traditional IRA owners are being ... Read More