When Your Spouse Is Private Sector: Coordinating Mixed-Retirement Household Planning
Retirement planning can be a puzzle – especially when one spouse is a federal employee, and the other is in the private sector.
The Fed15 Podcast: Maximizing Discounts & Planning for Your Child’s Education
Dan and Katelyn dive into discounts and deals available to federal employees, sharing helpful websites to find the latest offers on everything from everyday items to big-ticket purchases like travel.
The Fed15 Podcast: 2025 IRMAA Brackets & TSP Contribution Limits Explained.
Dan and Katelyn review the updated IRMAA brackets and TSP contribution limits for 2025, covering the new thresholds and breaking down contribution limits by age group.
Understanding the Problematic Consequences of Roth IRA Conversions
Roth IRAs have been available since 1998. In spite of their being advertised as a financial panacea, Roth IRAs may not be financially suitable for all individuals. At this time…
The Fed15 Podcast: Maximizing Military Service Buyback & Harnessing the Power of HSAs
Dan and Katelyn discuss military buyback, including deposit percentages for CSRS and FERS, timing, and benefits like higher annuity payments, as well as Health Savings Accounts (HSAs), covering their advantages,…
Summary of Medicare Enrollment Options for Federal Retirees
Several previous FEDZONE columns have discussed Medicare enrollment options for federal retirees once they become eligible to enroll in Medicare at age 65.
The Fed15 Podcast: Federal Benefits for Same-Sex Couples and the Social Security Fairness Act
Dan and Katelyn discuss updates on federal benefits for same-sex couples, including retroactive survivor benefits and key topics like FEGLI, TSP, and estate planning. They also cover the Social Security…
The Fed15: Navigating PSHB & Retirement—Insights for Postal Employees and Women Nearing Retirement
Dan and Katelyn discuss the PSHB program, designed for Postal Service employees, retirees, and their eligible family members. They outline the program's key features and Maximus's role in supporting its…
The Fed15 Podcast: Mid-Career Retirement Planning for Women and the Benefits of Donor-Advised Funds
Katelyn and Chelsea discuss mid-career retirement planning for women, offering strategies to support a successful retirement during various life events, including after career breaks. They also explore Donor-Advised Funds (DAFs)…
FedLife Podcast: Understanding How Original Medicare Works: Coverage, Benefits, and More
Ed and Dan explore essential Original Medicare topics, including the Hospital Insurance Tax, how income impacts Part B premiums, and the benefits of enrolling in Original Medicare.