The Case for Roth Conversions in 2025… and BEYOND
Last year, I wrote an in-depth article exploring why Roth conversions could be a smart move for many federal employees and retirees through TCJA’s expiration in 2025. The topic clearly…
Last year, I wrote an in-depth article exploring why Roth conversions could be a smart move for many federal employees and retirees through TCJA’s expiration in 2025. The topic clearly…
Signed into law on July 4, 2025, the One Big Beautiful Bill Act (OBBBA) introduces sweeping changes to the federal tax code and financial landscape. This legislation includes tax cuts,…
On Saturday, June 28th, the Senate voted 51-49 to launch debate on the "One Big Beautiful Bill" (OBBB), Republicans’ sweeping budget reconciliation package including tax extensions, spending cuts, and defense/security…
Day one of the new administration brought with it a new set of challenges for federal workers. Pursuant to the “Return to In-Person Work” executive order signed on January 20,…
At Serving Those Who Serve, we understand that facing a Reduction in Force (RIF) can be stressful, especially for federal employees who are concerned about their benefits, retirement, and long-term…
As we kick off a new year, it’s a great time to take a fresh look at your savings strategies. The IRS has announced increased contribution limits for several key…
From the issuance of numerous executive orders calling for a return to in-person work, a hiring freeze, and enhanced accountability across all levels of the federal government to a flurry…
Recent headlines have brought some tough news for Feds, as policy changes continue to impact the federal workforce. However, amidst these concerns, there is a piece of good news on…
Navigating a break in service as a Fed, whether for personal or professional reasons, requires careful financial planning. When the time comes to leave government service and possibly return later,…
As part of his first actions in office, President Trump has signed several executive orders that will have significant implications for Feds. These changes touch on areas ranging from a…