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Weekly Quiz for Feds: TSP, FERS, and Taxes

04/21/2023
Our 53rd weekly quiz is about recent TSP performance, FERS history, and Taxes COMPLIMENTARY FERS WEBINAR [ays_quiz id=”53″] **Written by Benjamin Derge, Financial Planner, ChFEBC℠ The information has been obtained from sources considered reliable but we do not guarantee that ... Read More

Missteps to Avoid if You Want to Optimize Your Retirement

04/19/2023
In-depth explanations for items 8-10 (and the bonus item) from Jen’s second series of lists. Jennifer Meyer, CFP© Hello again readers. Thank you for joining me for the final installment of “Ten More Easy ways to ruin a Federal Retirement.” ... Read More

Five Important Facts to Remember About CSRS

04/18/2023
The Civil Service Retirement System – here’s a list of fast facts that you should keep in mind. Welcome to part two of our series of “listicles.” We’ll be going over 5 key points to remember for several areas of ... Read More

Certainty vs. Flexibility: The TSP Life Annuity Option

04/17/2023
No matter what decision is made – is the life annuity option ever worth it? The biggest problem with purchasing the annuity is that it is irrevocable and as it is a single-premium immediate annuity, you cannot surrender the contract ... Read More

Serving Those Who Serve’s Weekly Quiz on Federal Retirement

04/14/2023
Take our latest quiz. This week we’ve got questions on TSP taxes, Medicare part D, and lending money to family members. UPCOMING TAXES WEBINAR [ays_quiz id=”52″] **Written by Benjamin Derge, Financial Planner, ChFEBC℠ The information has been obtained from sources ... Read More

Thrift Savings Plan Monthly Recap: March 2023

04/11/2023
TSP Update for Month Ending March 2023- only the S fund sees negative month while I and C funds both grew over 7%! Jennifer Meyer, CFP© After a significant rise in January, and subsequent decline in February, March brought a ... Read More

The Latest Weekly Quiz for Federal Workers

04/06/2023
This week’s quiz focuses on TSP Withdrawals, Social Security benefits, and the NTEU. UPCOMING TSP WEBINAR [ays_quiz id=”51″] **Written by Benjamin Derge, Financial Planner, ChFEBC℠ The information has been obtained from sources considered reliable but we do not guarantee that ... Read More

Tax Implications of TSP Withdrawals and Rollovers

04/03/2023
Ed goes in-depth on how TSP withdrawals and rollovers are subject to taxation. Edward A. Zurndorfer- If TSP account owners have made traditional (non- Roth) contributions to their TSP account, they have not yet paid taxes on those contributions and ... Read More

TSP Transfers, Rollovers, & Withdrawals

03/27/2023
A single withdraw from a fed who has separated from federal service An unpaid TSP loan – also only for a separated individual Installment payments (that are scheduled for 10 years or less) Age-based in-service withdrawals Death benefits paid to ... Read More

Serving Those Who Serve’s Weekly Quiz for Federal Employees

03/24/2023
This week’s quiz is on the TSP, taxing Survivor benefits, and next year’s pay raise for federal workers. Take Our Other Quizzes:  Quiz #48 Quiz #47 Quiz #46 [ays_quiz id=”49″] You Might Also Enjoy This Podcast: FEDLIFE Podcast: Ins and ... Read More