Month: February 2025

As interest in sustainable investing grows, many of our Feds have asked how they can align their retirement savings with their personal values. For those who prioritize environmental and ethical…

For our Feds, retirement brings both a steady pension and required minimum distributions (RMDs) — those IRS-mandated withdrawals from your retirement accounts once you reach a certain age. By thoughtfully…

Ed and Dan provide a thorough overview of OPM’s decision to grant federal agencies the authority to offer early retirement through Voluntary Early Retirement Authority (VERA). They discuss the eligibility…

Dan and Katelyn discuss the 2025 contribution limits for TSPs, HSAs, and FSAs, offering insights into the key updates. They also cover the proposed 2026 pay raise, providing an overview…

The IRS encourages individuals to set up for themselves an IRS online account. Among the reasons to establish an IRS online account are:

Marriage to a foreign national or working abroad can generate many advantages. You could learn about new cultures, viewpoints, and lifestyles. International marital and employment arrangements also generate their share…

Healthcare costs can sometimes throw a wrench in even the best-laid retirement plans. They are unpredictable, often expensive, and can derail financial stability in retirement if not accounted for. Many…

Dan and Katelyn discuss managing breaks in federal service, covering TSP mobility, rollovers, and the importance of keeping personnel files. They highlight continuing retirement savings after transitioning to the private…

The IRS encourages individuals to set up for themselves an IRS online account. Among the reasons to establish an IRS online account are:

Ed and Dan break down the uncertainty surrounding the 2025 federal employee pay increase, discussing President Biden's proposed 2.0% raise and the push from lawmakers for a 4.5% increase to…