Your federal employee survivor benefits provide financial support to your loved ones after your death. These are some of the most important (and often misunderstood) assistance you receive as a…
This column reviews three important required minimum distribution (RMD) rulings with regard to the naming of a surviving spouse as the beneficiary of the deceased spouse’s traditional IRA.
Katelyn and Chelsea explore strategies to maximize your FERS annuity, offering practical tips and insights. They also provide an update on potential pay raises, including current news and relevant legislation…
Understanding the rules surrounding retirement benefits can be a challenge, The underlying index for the C fund within TSP is the S&P 500 Index. Is the S&P 500 currently over…
Understanding the rules surrounding retirement benefits can be a challenge, especially for federal employees covered by the Civil Services Retirement Systems (CSRS). We often speak to Feds who are blindsided…
My last monthly update was written when the market started in August with a few very volatile days. It is something of a déjà vu as I write this monthly…
Dan and Chelsea explore strategies for federal employees to gain an extra year of service credit without working longer. They also delve into donor-advised funds (DAFs), explaining how to avoid…
Much has been written in recent years in financial journals and media outlets about the year-of-death required minimum distribution (RMD). Nevertheless, the rules governing the year-of-death RMD continue to confuse…
The Office of Management and Budget (OMB) recently proposed a 3% federal pay raise for 2026, sparking keen interest among government workers. While this preliminary figure is not final, it…
Dan and Chelsea discuss managing your TSP through major life events such as marriage, divorce, and job changes. They also analyze TSP updates for July.