Category: FEDLIFE for Federal Employees

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. 168: Amending a Tax Return — When, Why, and How to File Form 1040-X

May 26, 2026 STWS

In this episode, Ed and Dan discuss when it makes sense to amend a federal income tax return and the key rules surrounding IRS Form 1040-X. Millions of taxpayers discover…

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. 167: Avoiding IRS Estimated Tax Penalties

May 12, 2026 STWS

In this episode, Ed and Dan discuss why many federal employees and retirees may need to make quarterly estimated tax payments and how failing to do so can result in…

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. 166: Roth TSP In-Plan Conversions & the 5-Year Rule Explained

April 28, 2026 STWS

In this episode, Ed and Dan take a deeper look at the tax consequences of Roth TSP in-plan conversions beginning in 2026, with a focus on how the IRS “five-year…

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. 165: SALT Deduction Changes Under the One Big Beautiful Bill Act

April 10, 2026 STWS

In this episode, Ed and Dan explain recent changes to the State and Local Tax (SALT) deduction following the passage of the One Big Beautiful Bill Act of 2025. The…

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. 164: TSP Excess Contributions & How to Fix Them

March 24, 2026 STWS

In this episode, Ed and Dan explain what happens when federal employees contribute too much to their Thrift Savings Plan (TSP), especially if they also participated in another employer-sponsored retirement…

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. 163: SECURE Act 2.0 Updates for TSP Participants

March 10, 2026 STWS

In this episode, Ed and Dan explain how the SECURE Act 2.0 affects the Thrift Savings Plan (TSP) for federal employees and retirees. From required minimum distribution (RMD) age changes…

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. 162: Roth TSP In-Plan Conversions

February 17, 2026 STWS

In this episode, Ed and Dan explain the newest Thrift Savings Plan (TSP) option: Roth TSP in-plan conversions, starting January 28, 2026. Federal employees, retirees, and spouse beneficiaries can now…

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. 161: Roth TSP In-Plan Conversions – What Federal Employees Need to Know

February 3, 2026 STWS

In this episode, Dan and Ed explain the new Roth TSP in-plan conversion feature beginning January 28, 2026. They review how the process works, eligibility requirements, tax considerations, and important…

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

January 20, 2026 STWS

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…

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. 159: FSAFEDS HCFSA – Understanding Tax-Free Health Care Dollars in 2026

January 6, 2026 STWS

In this episode, Dan and Ed provide an overview of the Federal Flexible Spending Account (FSAFEDS) Health Care FSA (HCFSA) program for federal employees in 2026. They review enrollment rules,…