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Withdrawing from TSP: In-Service and After Service

04/27/2022
TSP Participants Over 59½ can make 4 in-service withdrawals per year, making at least one every 30 days. Read how this simple rule can quickly get complicated. Attend a Complimentary TSP Webinar, hosted by Ed Zurndorfer Click Here to Register ... Read More

Quiz on Federal Benefits: Acronyms

04/22/2022
How well do you know these acronyms? Test your knowledge on federal benefits! [ays_quiz id=”4″] Federal Benefits Quiz #4

House Passes Bill – Dubbed “SECURE Act 2.0”

04/19/2022
The bill would make saving for retirement a little easier, for feds and those in the private sector. Complimentary Webinars: REGISTER HERE             Introduced to Congress by Massachusetts Representative Richard Neal, the “Securing a Strong ... Read More

Federal Benefits Quiz – April 2022

04/14/2022
This month’s quiz is about the upcoming TSP blackout period, Roth IRAs, and FERS retirement. [ays_quiz id=”3″] Federal Benefits

Fed Life Cycle: Early Career

04/11/2022
Seven tips (plus one bonus suggestion) for Feds in their early career. It’s never too early to start planning for retirement. Jennifer Meyer, CFP© Complimentary Webinars: Schedule Here Federal employees often come to the government with little understanding of the ... Read More

TSP Transition Period: Access to TSP Accounts Will Be Down for Weeks

04/07/2022
Starting May 16th, TSP online tools and access will start shutting off as switch is made to more modern system. Sign Up for Our No-Obligation TSP Webinar, Hosted by Ed Zurndorfer: Click Here to Register The Thrift Savings Plan (TSP) ... Read More

How Federal Employee Retirement Benefits Are Taxed by the IRS – Part VI

04/06/2022
This is the sixth in a series of FEDZONE columns discussing how federal retirement benefits are taxed by the IRS. This column discusses the federal income tax consequences of transferring or rolling over a traditional TSP and a Roth TSP ... Read More

Thrift Savings Plan Monthly Recap: March 2022

04/05/2022
Except for the I and F funds, the other TSP core funds saw small gains in March, but all of the funds except G have negative returns for year-to-date. Jennifer Meyer, CFP© TSP Webinar March brought TSP participants some relief ... Read More

DOL Publishes Critique of TSP Regarding Climate Change Investments

04/04/2022
The Department of Labor (DOL) wants to address climate change in Thrift Savings Plan (TSP) Core funds- but relationship between the governmental entities is ambiguous Have questions about your TSP? Sign up for a no-obligation webinar Click Here to Register ... Read More

The Fed-Life Cycle

03/29/2022
STWS Advisor Jennifer Meyer shares what questions she hears from feds at different stages in their careers. Jennifer Meyer, CFP© Complimentary Webinars What does it mean to go through the Fed-Life Cycle? Let me start with my personal perspective as ... Read More