Beginning with the 2024 tax-year, RMDs from Roth accounts in employer-based plans will no longer be required. RMDs are already not needed from Roth IRAs. For employers that offer their workers a defined contribution plan, like a 401(k) or the ... Read More

TSP Update for Month Ending December 2022 – 4 of 5 core funds lost ground. Jennifer Meyer, CFP© Investors hoping for a Santa Claus year end market rally in December were disappointed once again this year. The year 2022 is ... Read More

Make sure you’re up to date on the 2023 Pay Raise, COLA, and TSP Contributions. Try These Quizzes Next: Quiz 37 Quiz 36 Quiz 35 [ays_quiz id=”38″] 2023 Changes to Federal Benefits Quiz

Ten Moves Employees Should Consider Performing in 2023 in Order to Put Their Finances in Order Edward A. Zurndorfer– For most American households, the year 2022 was an economically challenging year in many ways. Among the reasons: (1) The highest ... Read More

Celebrating the end of the year with the top 5 most-read articles of 2022 by Ed Zurndorfer! Start the new year off right – properly prepare for retirement with our no-cost webinar series: REGISTER HERE 5. Options for Withdrawing from ... Read More

Celebrating the new year with the 5 most-listened-to podcast episodes of last year! Start the new year off right – properly prepare for retirement with our no-cost webinar series: REGISTER HERE 5. Cost-of-Living Adjustment for 2023: FERS, CSRS, and Social ... Read More

Federal employees, start the year out right! 2023 COLA, Federal Pay Raise, TSP Contribution information, and more! Happy 2023! Here’s a quick look at important information for Federal Employees- 2023 COLA For Social Security recipients and CSRS annuitants: 8.7% For ... Read More

Celebrating the end of the year with the top 5 quizzes of 2022 with the most submissions! Start the new year off right – properly prepare for retirement with our no-cost webinar series: REGISTER HERE 5. Federal Retirement Quiz 27: ... Read More

Celebrating the end of the year with the top 5 most-read articles of 2022 by STWS advisor, Jennifer Meyer! Start the new year off right – properly prepare for retirement with our no-cost webinar series: Complimentary Webinars 5. Don’t Ruin ... Read More

Our weekly quiz goes over funds in the TSP and myths about owning an HCFSA. Try These Quizzes Next: Quiz 35 Quiz 34 Quiz 33 [ays_quiz id=”36″] Thrift Savings Plan Quiz