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fedzone

The FEDZONE

Roth TSP, part I: Is it the Appropriate Choice for All Federal Employees?

Jul 30, 2021 Ed Zurndorfer

Roth TSP, is it appropriate for you to contribute? Read Ed's overview of the Roth TSP

Federal Agency News

NASA News: Cygnus Spacecraft Launching August 10th to Resupply ISS

Jul 29, 2021 Benefits Ben

Northrup Grumman’s 16th commercial resupply mission is set to launch from Wallops Island, VA in August.

Federal Agency News

Biden to Announce Vaccine Mandate for Federal Employees

Jul 28, 2021 Jennifer Meyer

With COVID cases increasing again, White House to require federal workers to be vaccinated.

The FEDZONE

Options for Withdrawing from the Thrift Savings Plan – Part IV

Jul 27, 2021 Ed Zurndorfer

Withdrawing funds from your TSP account? Ed finishes his four-part overview of TSP withdrawals.

Federal Agency News

Executive Order to Create a More Equitable and Diverse Federal Workforce

Jul 26, 2021 Benefits Ben

Biden signed an executive order last month to bolster diversity in federal agencies, who await guidance from OPM on the order’s implementation.

Federal Employee Benefits

New “Mutual Fund Window” in TSP to Arrive in 2022

Jul 22, 2021 Benefits Ben

In summer 2022, the TSP will add a “mutual fund window” option with 5000+ investment choices, including ESG funds.

Federal Agency News

NASA News: 2 Rockets Successfully Launched as Part of the Dynamo-2 Mission

Jul 21, 2021 Benefits Ben

NASA launches a pair of rockets from Wallops Island, VA to study the atmospheric dynamo

The FEDZONE

Options for Withdrawing from the Thrift Savings Plan – Part III

Jul 20, 2021 Ed Zurndorfer

Learn all about TSP annuities in part 3 of Ed's 4-part feature about withdrawal options for the Thrift Savings Plan

Federal Employee Benefits

Within Grade Increases: How They Work and How to Appeal a Denial

Jul 19, 2021 Benefits Ben

For Feds, a within grade increase (WIGI) boosts their income, but what can be done if a WIGI is denied?

Federal Agency News

Famous Feds: Wanda Sykes & Ina Garten

Jul 16, 2021 Benefits Ben

Read about where Wanda Sykes and Ina Garten worked before becoming celebrities

Posts pagination

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Fedlife Podcast
https://youtu.be/hRk3MybMmdc
Recent Posts
  • Emergency Financial Planning for Feds: Preparing for the Unexpected
  • The Future of Federal Employee Unions: Are Your Collective Bargaining Rights at Risk?
  • With the Challenges and Problems Facing the LTC Insurance Industry, Is “Self-Insuring” a Better Option?
  • How to Challenge an Unjust Security Clearance Revocation: A Step-by-Step Guide
  • FedLife Podcast: Are You Vested? What Federal Employees Need to Know About FERS & TSP
Upcoming Webinars
Understanding Your Federal Retirement Benefits: FERS
Understanding Your Federal Retirement Benefits: FERS
4 Jun 25
Tax Planning with Ed Zurndorfer
Tax Planning with Ed Zurndorfer
5 Jun 25
Estate Planning for Federal Employees
Estate Planning for Federal Employees
10 Jun 25
Understanding Your FEHB & Medicare Benefits
Understanding Your FEHB & Medicare Benefits
11 Jun 25
Early Retirement Planning (RIFs, VERA, VSIP, Discontinued Service Retirement, and more) for FERS Employees
Early Retirement Planning (RIFs, VERA, VSIP, Discontinued Service Retirement, and more) for FERS Employees
12 Jun 25
TSP Planning With Ed Zurndorfer
TSP Planning With Ed Zurndorfer
18 Jun 25

Checkbook’s FEHB comparison tool lets you easily compare 158 FEHB plans and helps instruct how Medicare Part B will integrate with your FEHB plan.

USE CODE “stwserve” FOR A 20% DISCOUNT for the Guide to Health Plans for Federal Employees

*Consumer’s Checkbook not sponsored or endorsed by Raymond James, and should in no way be considered an endorsement of, referral to, recommendation for, or offer to purchase any product or service from Raymond James or the Financial Advisors.

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Lee Sipe and Associates DBA Serving Those Who Serve.

2025 Forbes Best-in-State Wealth Management Teams

Best-In-StateWealth Management Teamsis based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.

Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state/ for more info.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Serving Those Who Serve (STWS). Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Serving Those Who Serve (STWS) is separately owned and operated and not independently registered as a broker-dealer or investment adviser. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Contact our office for information and availability.

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SIPC

STWS is owned and operated by Daniel Sipe and Tom Lee (the “Financial Advisors”). The Financial Advisors are registered financial professionals of Raymond James Financial Services, Inc. (“RJFS”), a broker-dealer registered with the Securities and Exchange Commission (“SEC”), and Raymond James Financial Services Advisors, Inc. (“RJFSA”), an investment adviser registered with the SEC, (collectively, with their affiliates, “Raymond James”).

Mr. Zurndorfer does not pay compensation to or receive compensation from STWS in connection with Presentations hosted by Mr. Zurndorfer. However, Mr. Zurndorfer does provide similar educational presentations at certain Federal Retirement Benefits Seminars (“Seminars”) hosted by STWS, for which Mr. Zurndorfer receives compensation from STWS. All presentations, seminars, articles and videos are informational in nature and are not geared toward the circumstances or goals of any particular attendee; they are not intended to be, and should not be relied upon as, investment advice to anyone or a solicitation of Raymond James' services.

Mr. Zurndorfer is not affiliated with Raymond James, and is not authorized to provide investment advice on behalf of Raymond James, to solicit or refer investors to Raymond James, or to act for or bind Raymond James. The presentations, seminars, articles, videos, Mr. Zurndorfer, and the educational information provided therein are not sponsored or endorsed by Raymond James, and should in no way be considered an endorsement of, referral to, recommendation for, or offer to purchase any product or service from Raymond James or the Financial Advisors.

Federal government agencies, including the SEC, do not endorse or sponsor particular securities, issuers, products, services, professional credentials, firms, or individuals. Neither Raymond James, the Financial Advisors, STWS, nor Mr. Zurndorfer are affiliated with, endorsed by, or authorized to speak on behalf of the U.S. Government, the Federal Employee Retirement System, or any other Federal Government-sponsored benefits programs or retirement plans, including the Thrift Savings Plan (collectively, “Federal Benefits Plans”).