STWS Adviser provides Feds with her monthly TSP update. S and C Funds top the TSP last year. Jennifer Meyer, CFP© The year 2020 will go down in the history books as a year defined by the COVID-19 pandemic. As ... Read More

5. December 2020 TSP Update Click Here to Read 4. TSP & the Election Click Here to Read 3. The Proposed Pay Freeze for 2021 Click Here to Read 2. Federal Pay Raise on Track for 2021 Click Here to ... Read More

We celebrate the end of the year with our Top 5 “Most-Listened-To” Podcasts in 2020 5. Episode 23: Tax & TSP Talk Click Here to Listen 4. Episode 17: The Furlough Cheesecake Click Here to Listen 3. Episode 12: The ... Read More

Now is the Time for Employees to Choose 2021 TSP Contribution Amounts So As to Not Lose Agency TSP Matching Edward A. Zurndorfer Internal Revenue Code (IRC) Section 402 imposes a limit – the “elective deferral” limit – on the ... Read More

2021 TSP Catch-up Contributions and the Spillover Provision Jennifer Meyer CFP© If a federal employee has reached or will reach their 50th birthday in 2021 they are eligible to make “Catch-Up” contributions to their TSP account. The maximum catch-up contribution ... Read More

STWS Advisor, Jennifer Meyer, provides a monthly update on the TSP for federal employees. Jennifer Meyer, CFP© Just one short month ago, the market was filled with anxiety over the impending election. Four weeks later, each of the three TSP ... Read More

STWS Advisor Jennifer Meyer’s update on October’s TSP performance Jennifer Meyer, CFP® Election Day 2020 finds the country in the midst of another surge of coronavirus cases with warnings of a long, dark winter ahead. Meanwhile, stock market volatility accelerated ... Read More

The Federal Retirement Plan, TSP, Will Require a Notary for Documents for which the Requirement had been Waived due to COVID-19. When a withdrawal is requested from a Federal employee’s Thrift Savings Plan (TSP) account, a spousal signature is required. ... Read More

Serving Those Who Serve‘s Quarterly Newsletter- October 2020 In the Q3 Newsletter: The TSP & the Election by Jennifer Meyer, STWS Advisor From the FEDZONE, Ed’s article on Estate Planning Also, an article from the Coach’s Corner by Bob Oberleitner ... Read More

STWS Advisor Jennifer Meyer Breaks Down What Feds Need to Know About their TSP Investments on the Brink of a Presidential Election It is an almost daily question in the life of a financial advisor these days- “should I make ... Read More