TSP Transition Period: Access to TSP Accounts Will Be Down for Weeks
Starting May 16th, TSP online tools and access will start shutting off as switch is made to more modern system.
How Federal Employee Retirement Benefits Are Taxed by the IRS – Part VI
This is the sixth in a series of FEDZONE columns discussing how federal retirement benefits are taxed by the IRS. This column discusses the federal income tax consequences of transferring…
Thrift Savings Plan Monthly Recap: March 2022
Except for the I and F funds, the other TSP core funds saw small gains in March, but all of the funds except G have negative returns for year-to-date.
DOL Publishes Critique of TSP Regarding Climate Change Investments
The Department of Labor (DOL) wants to address climate change in Thrift Savings Plan (TSP) Core funds- but relationship between the governmental entities is ambiguous
2023 Federal Pay Raise Update: White House Recommends 4.6%
Thanks largely to inflation, President Biden’s office to suggest biggest pay raise for federal employees in over fifteen years: 4.6%.
The Fed-Life Cycle
STWS Advisor Jennifer Meyer shares what questions she hears from feds at different stages in their careers.
The Strategic Leg® – Planning for a Stable Retirement
When comes to retiring under FERS, it is often described as a 3-legged stool. There is a fourth leg, however- The Strategic Leg: Financial Planning and Investment Advisory Services from…
How Federal Employee Retirements Benefits Are Taxed by the IRS – Part V
This column discusses the federal income tax consequences of making withdrawals from a TSP participant’s traditional TSP account and/or from a TSP participant’s Roth TSP account.
Understanding the 5 Year Rule for Roth IRAs
Going over the complicated 5-year Rule for Roth Individual Retirement Accounts.
Marriage, Divorce, and Survivor Benefits for FERS and CSRS
Survivor benefits reduce the retirement income a federal retiree receives from their FERS or CSRS annuity. Read how this works in situations with divorce, or when getting married after retiring.