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Category: Federal Employee Benefits

This category contains articles written about Federal Employee Retirement Benefits: FEHB, FEGLI, TSP, FLTCIP, Leave, Pay Raises, FERS/CSRS, and more-

Federal Agency News Federal Employee Benefits

Combining QCD and Roth Conversion Strategies for Savvy Seniors

Jun 13, 2024 Katelyn Murray

Working with Feds for as long as we have here at Serving Those Who Serve, we know firsthand that as people age, making strategic decisions around finances and legacy planning…

Federal Agency News Federal Employee Benefits

Nearing 65 and considering Medicare options? Maybe it’s time to talk to MA.

Jun 11, 2024 Benefits Ben

What feds need to know about Medicare Advantage plans.

Federal Employee Benefits

Maximizing Wealth Transfer: Smart Strategies for Designating Beneficiaries 

Jun 7, 2024 Katelyn Murray

How to maximize your wealth transfer, smart strategies for estate planning and designating one’s beneficiaries.

Federal Employee Benefits

TSP Funds All Have Positive Month After April’s Dip

Jun 5, 2024 Jennifer Meyer

Thrift Savings Plan Monthly Update for May 2024, by Jennifer Meyer, CFP®, ChFEBC℠, AIF®

Federal Employee Benefits

Top Five Mistakes Feds Make When It Comes to Life Insurance

May 30, 2024 Benefits Ben

• Whether we’re talking about FEGLI or life insurance attained outside of the federal program from a private provider – federal employees will want to dodge these mistakes!

Federal Employee Benefits

What is the FERS Survivor Annuity Supplement?

May 29, 2024 Benefits Ben

If you’re under the age of 60 and collecting a FERS survivor annuity, you might be eligible for the FERS Survivor Annuity Supplement.

Federal Employee Benefits

Recently Released: 2025 Health Savings Account Contribution Limits

May 23, 2024 Katelyn Murray

Recently Released: 2025 Health Savings Account Contribution Limits

Federal Employee Benefits

FEHB Highlights: Understanding Temporary Continuance of Coverage (TCC)

May 20, 2024 Benefits Ben

What is TCC for FEHB (federal employee health benefits) program? Learn about canceling coverage and temporary continuance.

Federal Employee Benefits

Should Federal Employees Consider the TSP Mutual Fund Window?

May 16, 2024 Benefits Ben

Approaching the 2-year anniversary of the TSP mutual fund window, we review if feds should reconsider “opening” their investment window.

Federal Employee Benefits

Federal Pay Raise 2025

May 13, 2024 Benefits Ben

Federal employees can anticipate a 2.0% raise for 2025 – will this keep pace with inflation?

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Fedlife Podcast
https://youtu.be/hRk3MybMmdc
Recent Posts
  • Breaks in Service for Federal Government Employees: Key Considerations
  • Understanding the Social Security Fairness Act: What Feds Need to Know
  • The Fed15 Podcast: Navigating Side Gigs & Strategic Retirement Dates for Federal Employees
  • Preparing for FERS Retirement: Making Deposits and Redeposits – Part III (Redeposits)
  • Understanding Special Needs Trusts for Fed Families
Upcoming Webinars
Understanding Your Federal Retirement Benefits: FERS
Understanding Your Federal Retirement Benefits: FERS
February 4, 2025
11:00 am
Understanding Your Survivor Benefits
Understanding Your Survivor Benefits
February 6, 2025
1:00 pm
Tax Planning with Ed Zurndorfer
Tax Planning with Ed Zurndorfer
February 12, 2025
11:00 am
TSP Planning With Ed Zurndorfer
TSP Planning With Ed Zurndorfer
February 13, 2025
1:00 pm
Financial Planning For Federal Employees
Financial Planning For Federal Employees
February 19, 2025
11:00 am
Long Term Care Webinar: Understanding FLTCIP
Long Term Care Webinar: Understanding FLTCIP
February 20, 2025
1:00 pm

Checkbook’s FEHB comparison tool lets you easily compare 158 FEHB plans and helps instruct how Medicare Part B will integrate with your FEHB plan.

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2024 Forbes Best-in-State Wealth Management Teams

Best-In-StateWealth Management Teamsis based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.

Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state/ for more info.

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Serving Those Who Serve (STWS). Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Serving Those Who Serve (STWS) is separately owned and operated and not independently registered as a broker-dealer or investment adviser. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Contact our office for information and availability.

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STWS is owned and operated by Daniel Sipe and Tom Lee (the “Financial Advisors”). The Financial Advisors are registered financial professionals of Raymond James Financial Services, Inc. (“RJFS”), a broker-dealer registered with the Securities and Exchange Commission (“SEC”), and Raymond James Financial Services Advisors, Inc. (“RJFSA”), an investment adviser registered with the SEC, (collectively, with their affiliates, “Raymond James”).

Mr. Zurndorfer does not pay compensation to or receive compensation from STWS in connection with Presentations hosted by Mr. Zurndorfer. However, Mr. Zurndorfer does provide similar educational presentations at certain Federal Retirement Benefits Seminars (“Seminars”) hosted by STWS, for which Mr. Zurndorfer receives compensation from STWS. All presentations, seminars, articles and videos are informational in nature and are not geared toward the circumstances or goals of any particular attendee; they are not intended to be, and should not be relied upon as, investment advice to anyone or a solicitation of Raymond James' services.

Mr. Zurndorfer is not affiliated with Raymond James, and is not authorized to provide investment advice on behalf of Raymond James, to solicit or refer investors to Raymond James, or to act for or bind Raymond James. The presentations, seminars, articles, videos, Mr. Zurndorfer, and the educational information provided therein are not sponsored or endorsed by Raymond James, and should in no way be considered an endorsement of, referral to, recommendation for, or offer to purchase any product or service from Raymond James or the Financial Advisors.

Federal government agencies, including the SEC, do not endorse or sponsor particular securities, issuers, products, services, professional credentials, firms, or individuals. Neither Raymond James, the Financial Advisors, STWS, nor Mr. Zurndorfer are affiliated with, endorsed by, or authorized to speak on behalf of the U.S. Government, the Federal Employee Retirement System, or any other Federal Government-sponsored benefits programs or retirement plans, including the Thrift Savings Plan (collectively, “Federal Benefits Plans”).