Dan and Chelsea discuss combining QCD and Roth conversion strategies, alongside pay raises, parity, and protection for federal employees. Social media clip caption: Are Feds Really Overpaid? Dive into QCD and Roth conversions, and gain insight into pay, parity, and protections for federal employees. Don’t miss this insightful discussion on the latest episode of The Fed15 podcast!
Chelsea discusses the specifications of Qualified Charitable Distributions (QCDs) and their relationship to Required Minimum Distributions (RMDs) and Adjusted Gross Income (AGI). She explains Roth conversions, highlighting their mechanics and benefits. Ultimately, Chelsea emphasizes the significant advantages for seniors when combining these two strategies. Then, Dan covers news regarding pay, parity, and protections for feds within the past 60 days. He analyzes data from the CBO’s 2022 report, which examines compensation, benefits, and provisions in the House Appropriations bill. Dan also delves into retention initiatives for VA and TSA employees, briefly touching on Schedule F protections.
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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.
