How Medicare Enrollment Affects HSA Eligibility
Federal employees who are enrolled in a high-deductible health plan (HDHP) associated with a health savings account (HSA) are able to make both tax-deductible contributions to their HSAs and tax-free…
Federal employees who are enrolled in a high-deductible health plan (HDHP) associated with a health savings account (HSA) are able to make both tax-deductible contributions to their HSAs and tax-free…
Sick leave and annual leave might seem alike, but at retirement, they serve very different purposes. One adds to your pension, the other adds to your pocket. From a financial…
Dan and Katelyn sit down to discuss key considerations for Feds facing early retirement and market volatility. Dan reviews the role of the FERS supplement, past proposals to change it,…
Federal employees and retirees are reminded each year at this time of year to perform year-end tax planning. This year is no exception, especially with the passage of the One…
The annual benefits “open season” can be a challenging time for federal employees and retirees. This year’s benefits “open season” which started November 10,2025 and will conclude December 8,2025, is…
No matter how prepared you are for retirement, waiting weeks or even months for your first payment can throw everything off track. We often speak to Feds who say they…
In this episode, Dan and Ed break down the differences between Roth TSP and Roth IRA accounts for federal employees. They explain the advantages and limitations of each option, strategies…