Dan and Katelyn discuss managing breaks in federal service, covering TSP mobility, rollovers, and the importance of keeping personnel files. They highlight continuing retirement savings after transitioning to the private sector and the importance of maintaining your FERS balance. They also share tips for extending time off with federal holidays while balancing workload and well-being.
Katelyn talks about breaks in federal service. She first goes over TSP mobility related info. She first discusses what leaving the funds in your TSP entails, then discusses rollovers to traditional IRAs, Roth IRAs and 401Ks discussing pros and cons. She discusses the importance of keeping a copy of your personnel files especially when returning to federal service is a possibility. Then she highlights the importance of continuing retirement saving after making the transition to private sector. Lastly, she touches on FERS Balance and not tempering with it.
Dan discusses how to extend your time off by leveraging federal holidays, therefore reducing amount of PTO being used. He gives examples centered around Juneteenth, Thanksgiving and Christmas. He highlights the importance of balancing this out with your workload, flexibility, leveraging Telework and strategically planning early to take care of your well-being.
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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.
