Author: STWS

Join Dan and Katelyn as they unravel the complexities of TSP loans and provide insights into why it may not be your best option. Plus – 2025 COLA estimates.

• 5 key items to keep in mind as you get close to your retirement from the US federal government. Also – which is your most important federal benefit? FEHB?…

Why the special retirement supplement (SRS) is no substitute for the “enhanced” FERS annuity feds can get at age 62

Top high-impact items that can help federal employees develop a sturdy financial plan. Also – Katelyn reviews the best (and WORST) accounts for inheritances.

What feds should know about making a Roth conversion in the next two years. Also – dissecting the White House’s suggested pay raise of 2.0% for next year.

In the TSP for feds and in 401(k) plans in the private sector, it is important to watch out for excessive elective deferrals!

Meet Chelsea English, our special guest co-host filling in for Katelyn this week for the TSP monthly recap. Dan reviews how to ensure feds are getting their full TSP match.

This month's quiz for federal employees and retirees:

We’ve got Olympics talk and Katelyn discusses her local theatre scene. Then, Dan goes over the two misunderstood TSP funds, the S and I. Then, who funds your FERS retirement?

What is a NAF federal employee? What is the difference from a regular federal employee? Learn about the benefits, retirement options, and more!