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 how federal employees can accelerate retirement savings later in their careers and what parents should know about FAFSA and CSS financial aid planning. Check Out Our Next FERS Webinar for Federal Employees – REGISTER HERE The ... 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

In this episode, Dan and Ed explain the upcoming 2026 change requiring high-earning federal employees to make TSP “catch-up” contributions only to the Roth TSP. They also discuss how the $145,000 wage threshold is determined, how dual employment impacts eligibility, ... Read More

Dan and Katelyn discuss Roth TSPs, comparing them to Traditional TSPs and clarifying misconceptions about taxes, employer matches, and RMDs. They then cover key considerations for including cryptocurrency in estate planning, such as inventory, beneficiaries, and legal frameworks. Check Out ... Read More