Section 530A "Trump" accounts have generated significant interest among parents seeking to understand how the new account structure may fit into broader savings strategies for their children. As with any…
On June 3, 2026, President Trump signed Executive Order 14410, titled “Implementing Schedule Policy/Career in the Excepted Service,” formally moving thousands of federal positions into a new personnel category. A…
Ask most federal employees when they plan to retire, and they'll give you a year. Ask them which ages matter before that year, however, and the conversation suddenly stalls out.…
We know 2025 has been a challenging year for the federal community. Between RIFs, hiring freezes, and uncertainty across agencies, many of you have faced hard choices and heavy burdens,…
At long last, the IRS has released its inflation adjustments for tax-advantaged retirement accounts for 2026! Typically, these figures are released in late-October/early-November each year, so the team here at…
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…