Dan and Katelyn discuss updates on federal benefits for same-sex couples, including retroactive survivor benefits and key topics like FEGLI, TSP, and estate planning. They also cover the Social Security Fairness Act, its impact on CSRs and public safety employees, and the effects of WEP and GPO.
Katelyn discusses federal benefits for same-sex couples, starting with an overview of exclusions related to federal survivor benefits prior to 2021 and how these affected other benefits. She then highlights the retroactive survivor benefits resulting from key legal cases and covers topics such as FEGLI, TSP, and estate planning.
Dan covers the Social Security Fairness Act, focusing on its impact on CSRs and public safety employees. He provides an overview of WEP and GPO, emphasizing how these provisions affect individuals. Dan also explores who may be impacted by the Act, presenting arguments from both proponents and opponents, along with alternative suggestions that have been proposed.
“Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lee, Sipe & Associates, Inc. is not a registered broker/dealer and is independent of Raymond James. Content represents the opinions of the speaker and not necessarily those of Raymond James. Important Disclosure Information: http://raymondjames.com/smicd.htm.
The FedLife Podcast is your in-depth, biweekly deep dive into the world of federal benefits and retirement planning. Hosted by federal benefits expert Ed Zurndorfer and Dan Sipe of Serving Those Who Serve, each 30-minute episode unpacks the complexities of FERS and CSRS retirement, FEHB and Medicare, survivor benefits, tax planning, and more. Designed for federal employees and retirees who want more than just the basics, FedLife goes beyond the headlines to explore the rules, nuances, and strategies that can make a meaningful difference in your retirement. Remember: it’s your Fed life, make it a great one.
The Fed15 Podcast is your weekly 15(ish)-minute briefing on federal benefits and financial planning, built specifically for federal employees and retirees. Hosted by Dan Sipe and Katelyn Murray of Serving Those Who Serve, each episode delivers clear, actionable guidance on topics like FERS and CSRS retirement, TSP strategies, FEHB, survivor benefits, tax planning, and more! Whether you’re five years from retirement or already there, The Fed15 helps you cut through the noise, avoid costly mistakes, and make confident decisions about your federal benefits.
