Dan and Katelyn discuss ESG investing, highlighting its benefits and offering key steps to consider for those interested in incorporating it into their portfolio. They then explore RMD withdrawal strategies,…
Ed and Dan explain the importance of making deposits for "non-deduction" service, which can help employees meet retirement eligibility and increase their annuity. The episode covers how to make these…
Katelyn and Dan explore the complexities of working abroad and international marriages, focusing on the advantages and challenges related to benefits, taxes, and estate planning. They then shift to a…
Katelyn covers the Social Security Fairness Act, which repeals the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), impacting Social Security benefits for CSRS and CSRS Offset employees. She…
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…
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…
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…
Dan and Katelyn discuss special needs planning for federal families alongside the initial five executive orders recently released. They provide a thorough exploration of both topics as they relate to…
Ed and Dan go over the benefits of HSAs for federal employees and retirees, including how they work in conjunction with HDHPs to provide tax advantages and help cover medical…