SECURE Act 2.0 and The Thrift Savings Plan
To help individuals save for their retirement, Congress passed the Setting Every Community Up for Retirement Enhancement Act of 2022 (SECURE Act 2.0). SECURE Act 2.0 was signed into law…
The True Costs of a TSP Loan
As a federal government employee or uniformed services member, you can borrow money from your Federal Employees Retirement System Thrift Savings Plan (TSP) retirement account.
FED-15 Explained (Podcast)
Federal Agency News
FEDLife & The Fed15 Podcast: Federal Employee Retirement & Benefits Talks
The Fed15 Podcast | Ep. 134: Smart Tax Planning in Retirement + Beating Information Bias
Dan and Katelyn explore why proactive tax planning is critical in retirement, starting with understanding the full retirement income stack, including a FERS or CSRS pension, planned TSP or IRA…
Federal Agency News
FEDLife & The Fed15 Podcast: Federal Employee Retirement & Benefits Talks
FEDLIFE for Federal Employees
FEDZone: Latest Federal Employee Benefits & Retirement Updates
FedLife Podcast | Ep. 160: Roth IRA Conversions in 2025 – What Federal Employees Should Consider
In this episode, Dan and Ed review key year-end tax planning considerations for federal employees and retirees, with a focus on Roth IRA conversions in light of recent tax law…
Time for a Benefits Checkup? Why 2026 Is the Year to Review Your Plan
Federal benefit rules don’t change all at once. They change in pieces — new contribution thresholds, revised timelines, updated elections — and those pieces add up. The new year brings…
What Are the Consequences of Making Excess Contributions to the TSP?
In accordance with the Internal Revenue Code, the IRS limits the amount that employees can contribute via payroll deductions to their qualified retirement plans. Qualified retirement plans include 401(k), 403(b)…
Year-End Moves for Feds: Benefits, Taxes, and TSP in One List
December's almost gone, but there's still time to clean up your finances. Nail down your taxes, top off your savings, and wrap up anything that counts when the calendar flips.
FED-15 Explained (Podcast)
Federal Agency News
FEDLife & The Fed15 Podcast: Federal Employee Retirement & Benefits Talks
The Fed15 Podcast | Ep. 133: Retiring With Debt + Choosing the Right Retirement Date
Dan and Katelyn break down how federal employees can retire with debt in a sustainable way, starting with a full debt inventory and mapping guaranteed income sources such as a…
The FEDZONE Vault: What Federal Employees Should Know About the Coordination of the Federal Employees Health Benefits Program, TriCare and Medicare
A 42-page PDF from the FEDZONE Vault by Ed Zurndorfer: "What Federal Employees Should Know About the Coordination of the Federal Employees Health Benefits Program, TriCare and Medicare"
Financial-to-Do List Considerations for Employees at the Start of the 2026 Leave Year
At most federal agencies, January 11,2026 is the beginning of the 2026 leave year. Many employees and retirees would agree that the 2025 leave year was in fact a tumultuous…