The FedLife Podcast: Understanding the Backdoor Roth IRA
Explore the Backdoor Roth IRA, uncovering its advantages and tax implications to maximize your retirement savings strategy.
Guidance for Beneficiaries of Federal Annuitants – Part III
This is the third of three FEDZONE columns presenting guidance for family members of deceased annuitants
Investing for Feds: Key Concerns When It Comes to Structuring Your Portfolio
One of the most common questions we get asked here at Serving Those Who Serve is: “Am I invested appropriately?”
The Fed15 Podcast: Maximizing Wealth Transfer and Medicare Advantage
Dan and Katelyn discuss maximizing wealth transfer for beneficiaries and explore the benefits of Medicare Advantage plans available through FEHB.
Guidance for Beneficiaries of Federal Annuitants – Part II
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…
COLAs and pay raises lower than they should be? You have a way to fight back.
We have some mixed news for our feds on the 2025 COLA front.
The Fed15 Podcast: High Deductible Health Plans and Health Savings Accounts for Federal Employees
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…
Federal Employee Pay and Benefits: A Comparison to the Private Sector
The last 60 days have been eventful for news of federal employee pay and protections.
Guidance for Beneficiaries of Federal Annuitants – Part I
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.
Combining QCD and Roth Conversion Strategies for Savvy Seniors
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…