Month: June 2024

Explore the Backdoor Roth IRA, uncovering its advantages and tax implications to maximize your retirement savings strategy.

This is the third of three FEDZONE columns presenting guidance for family members of deceased annuitants

One of the most common questions we get asked here at Serving Those Who Serve is: “Am I invested appropriately?”

Dan and Katelyn discuss maximizing wealth transfer for beneficiaries and explore the benefits of Medicare Advantage plans available through FEHB.

This is the second of three FEDZONE columns presenting guidance for family members of deceased annuitants and the tasks that have to be performed in order for these surviving family…

We have some mixed news for our feds on the 2025 COLA front.

Dan introduces Kevin Moss, an expert from Consumer’s Checkbook, providing a brief overview of Consumer's Checkbook and Kevin Moss's credentials. He segues into the importance of HDHPs and HSAs. Kevin…

The last 60 days have been eventful for news of federal employee pay and protections.

One of the unfortunate life events that individuals experience at some point of their lives is the death of a loved one – a parent, sibling, child, or a spouse.

Working with Feds for as long as we have here at Serving Those Who Serve, we know firsthand that as people age, making strategic decisions around finances and legacy planning…