Katelyn and Chelsea discuss mid-career retirement planning for women, offering strategies to support a successful retirement during various life events, including after career breaks. They also explore Donor-Advised Funds (DAFs) and discuss the potential benefits of the “bunching” strategy for charitable giving.
Chelsea highlights that retirement planning is not one-size-fits-all, particularly for women. She explores the unique factors that can impact women’s retirement and offers data to support this. Chelsea explains how certain life events can affect TSP balances and provides tips for managing these challenges. She also discusses valuable tools, including IRAs and catch-up contributions, to help women effectively plan for a secure retirement.
Katelyn explores Donor-Advised Funds (DAFs), explaining how they work and how they can maximize charitable giving. She highlights benefits like simplified paperwork, tax advantages, and the flexibility to support multiple charities from a single account. Katelyn also discusses the “bunching” strategy and shares how to amplify its impact by donating appreciated stock instead of cash-a smart, tax-efficient approach for donors.
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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.
