Jennifer Meyer continues her Fed-Life-Cycle series, reviewing what Feds need to prepare for pre-retirement. Jennifer Meyer, CFP© Complimentary Webinars: Register Here Congratulations! At this point in your federal career, the finish line is in sight! The last five years before ... Read More

In this episode, Dan Sipe & Ed Zurndorfer discuss the procedure to follow if someone isn’t named an eligible beneficiary. Along with how required minimum distribution works and the importance of transferring your ROTH TSP account to a ROTH IRA ... Read More

This week’s quiz is focused on recent news revolving around the TSP and the TSA [ays_quiz id=”10″] Federal Employee Quiz

Spouse was a federal employee and recently passed – what to know about FERS, FEHB, and more. Jennifer Meyer, CFP© Complimentary Webinars: Register Here The surviving spouse of a federal employee, who dies while in service, is generally entitled to ... Read More

Dan Sipe and Ed Zurndorfer discuss everything you need to know about inheriting your loved ones’ IRA or TSP Account FEDLIFE Podcast Ep.73: Inheriting an IRA or TSP Account You inherit your loved ones’ Individual Retirement Plan (IRA) or Thrift ... Read More

The politicization of the TSP continues. Six senators urge TSP board to delay the new mutual fund window in the TSP, and suggest opening a new window that doesn’t include Chinese investments. Have Questions? Sign Up for Our No-Obligation TSP ... Read More

Understanding the TSP Mutual Fund Window Have Questions? Sign Up for Our No-Obligation TSP Webinar, Hosted by Ed Zurndorfer: Click Here to Register In 2009, a law was passed that gave the Federal Retirement Thrift Investment Board (FTRIB) a pathway ... Read More

The TSP Mutual Fund Window opened up to participants on June 1st – here’s everything you need to know. Have Questions? Sign Up for Our No-Obligation TSP Webinar, Hosted by Ed Zurndorfer: Click Here to Register In 2009, a law ... Read More

The C and S-Funds lost more ground last month while the other core funds posted slight gains. STWS Advisor Jennifer Meyer provides her insight on the markets. Jennifer Meyer, CFP© Complimentary Webinars: REGISTER HERE Dramatic swings in markets continued to ... Read More

Test your knowledge on the TSP, Long-Term Care, and FERS Deferred Retirement [ays_quiz id=”9″] Federal Retirement Benefits