The Best (and Worst) Types of Accounts to Inherit
CFP® Professional Katelyn Murray breaks down which financial accounts are the best for inheritances… and which types aren’t.
CFP® Professional Katelyn Murray breaks down which financial accounts are the best for inheritances… and which types aren’t.
Meet Chelsea English, our special guest co-host filling in for Katelyn this week for the TSP monthly recap. Dan reviews how to ensure feds are getting their full TSP match.
A Summary of the Tax-Smart Ways to Help Pay a Child’s Education Costs - Part I
This month's quiz for federal employees and retirees:
The Case for Roth Conversions through 2025: Maximizing Tax Savings for Federal Government Employees and Retirees
• The White House published its budget proposal this week for fiscal year 2025 and indicates a lower pay raise for federal workers than the past few years
17-page PDF from the FEDZONE Vault by Ed Zurndorfer: "Federal Benefits Guide for New and Rehired Employees"
We’ve got Olympics talk and Katelyn discusses her local theatre scene. Then, Dan goes over the two misunderstood TSP funds, the S and I. Then, who funds your FERS retirement?
Interest and Dividend Income Received During 2023 Must be Reported on Form 1040
What is a NAF federal employee? What is the difference from a regular federal employee? Learn about the benefits, retirement options, and more!