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Month: May 2022

Federal Agency News

Discounts, Activities, and More: It’s Public Service Recognition Week

May 5, 2022 Benefits Ben

The first week of May is when local, state, and federal public servants are celebrated.

FEDZONE

IRS Releases New SECURE Act Regulations that Affect RMDs – Part III

May 5, 2022 Ed Zurndorfer

IRS Releases New SECURE Act Regulations that Affect Required Minimum Distributions- Part III

Federal Employee Benefits

Thrift Savings Plan Monthly Recap: April 2022

May 4, 2022 Jennifer Meyer

STWS Advisor Jennifer Meyer provides her TSP Update for the month ending April 2022

Federal Employee Benefits

Update Regarding Upcoming Improvements to TSP Online Systems

May 3, 2022 Benefits Ben

New mobile app chatbot gets a name, and a clarification on contributions, payments, and investments.

Newsletters and Quizzes

Federal Retirement Quiz

May 3, 2022 STWS

Test your knowledge with a quiz on federal retirement!

Federal Employee Benefits

2023 Federal Pay Raise Update: Congress Writes Letter for 5.1%

May 2, 2022 Benefits Ben

62 Democrats from the House of Representatives try to persuade Biden to give Feds a bigger raise next year.

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Fedlife Podcast
https://youtu.be/hRk3MybMmdc
Recent Posts
  • Federal Employees and Retirees Enrolled in an HSA 
  • FedLife Podcast: Owning Vs Renting Personal Residences in Retirement (part 2)
  • The Fed15 Podcast:  Insights for Women + TSP Millionaire Success
  • The Fed15 Podcast:  Navigating Retirement & Divorce + Stock Market Trends Under Different Administrations
  • FedLife Podcast: Owning Vs Renting Personal Residences in Retirement
Upcoming Webinars
Survivor Benefits for Federal Employees ; image: older couple smiling

Understanding Your Survivor Benefits

July 1, 2024 1:00 pm
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Financial Planning For Federal Employees

July 8, 2024 1:00 pm
FEGLI Webinar ; Image: happy young family with two kids

Understanding Your FEGLI Benefits

July 16, 2024 11:00 am
Understanding Your Federal Benefits CSRS Webinar ; image: statue of abe lincoln

Understanding Your Federal Retirement Benefits: CSRS

July 17, 2024 11:00 am

Understanding FERS for Special Provision Employees

July 25, 2024 1:00 pm
Long Term Care Planning Webinar ; Image: Playing checkers at a nursing home

Long Term Care Webinar: Understanding FLTCIP

August 22, 2024 1:00 pm

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

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15245 Shady Grove Rd Ste 240

Rockville MD 20850-3239

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Lee Sipe and Associates DBA Serving Those Who Serve.

2024 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 upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights 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 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. 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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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”).