The traditional TSP versus the Roth TSP – which is better? Learn the differences and why it’s probably a good idea if you’re on the younger side. Check Out Our Webinar on Tax Planning for Federal Employees and Retirees- REGISTER ... Read More

Katelyn and Dan are getting ready for the holidays A look at how FEHB plans coordinate with other health plans, such as Medicare And watch out for these tax traps with your TSP! The Fed15 Podcast (Ep. 25): Understanding TSP ... Read More

Thrift Savings Plan Monthly Update for November 2023, by Jennifer Meyer, CFP®, ChFEBC℠, AIF® Jennifer Meyer, CFP© November 2023 will go down as one of the best months for markets in recent memory. You may recall that last month I ... Read More

As we approach the end of the year, time to go over required minimum distributions (RMDs) and how the SECURE Acts 1.0 and 2.0 changed the IRS penalties and rules. Check Out Our Webinar on Tax Planning for Federal Employees ... Read More

This week’s post-turkey podcast is about Medicare part D and why federal employees might want to reconsider enrollment. Dan goes over the earnings test for social security and the FERS special retirement supplement. Also – Dan comments on the new ... Read More

STWS Advisor Jennifer Meyer goes over the tax limitations of the Thrift Savings Plan (TSP). Then, she reviews the withdrawal rules that trip up federal retirees. Jennifer Meyer, CFP© In my previous articles, I shared thoughts and strategies for navigating ... Read More

FRTIB approves new index for the I-fund in the Thrift Savings Plan (TSP). The index will include more countries, but China and Hong Kong are not included. Previous index switch for I-fund was blocked by Senator Rubio and the Trump ... Read More

This month’s quiz focuses on the TSP, FEHB and Medicare, and social security. Test your knowledge! FEHB & MEDICARE WEBINAR [ays_quiz id=”68″] **Written by Benjamin Derge, Financial Planner, ChFEBC℠ The information has been obtained from sources considered reliable but we ... Read More

Thrift Savings Plan Monthly Update for October 2023, by Jennifer Meyer, CFP®, ChFEBC℠, AIF® Jennifer Meyer, CFP© October did not bring any relief to weary market participants. For the fourth consecutive month, four of the five core TSP funds were ... Read More

The roundup of news for federal workers. Learn about the SECURE Act 2.0, proposed legislation to equalize cost-of-living adjustments for FERS retirees, and what’s up with the potential shutdown? This week’s overview of news for federal employees covers three important ... Read More