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Explaining TSP Loan Options: When, Why, and How to Use Them Wisely

01/17/2025
As a federal employee, your retirement benefits include a Thrift Savings Plan (TSP). This defined contribution arrangement lets you allocate part of your income to indexed mutual funds or Roth options to save for retirement.  For the things that pop up in ... Read More

 The Fed15 Podcast: QCD and Roth Conversion Strategies; Analyzing Pay, Parity, and Protection 

07/02/2024
Dan and Chelsea discuss combining QCD and Roth conversion strategies, alongside pay raises, parity, and protection for federal employees. Social media clip caption: Are Feds Really Overpaid? Dive into QCD and Roth conversions, and gain insight into pay, parity, and ... Read More

Combining QCD and Roth Conversion Strategies for Savvy Seniors

06/13/2024
Working with Feds for as long as we have here at Serving Those Who Serve, we know firsthand that as people age, making strategic decisions around finances and legacy planning becomes crucial, particularly when it comes to creating and maintaining ... Read More