Dan and Chelsea discuss retirement planning for mixed households, with one spouse in the federal sector and the other in private, offering helpful tips and insights. They also cover 2026…
Dan and Katelyn share essential retirement planning tips for millennials, emphasizing the importance of starting early. They also tackle the potential return of Schedule F, addressing the anxiety it may…
Join Ed and Dan as they discuss OPM's push for FEHB health plans to adopt Medicare Part D for federal retirees. They cover key changes from the Inflation Reduction Act,…
Ed and Dan cover important retirement deadlines for 2024, including RMDs for TSP and IRA owners, and the benefits of Qualified Charitable Distributions (QCDs). They also discuss Roth IRA conversions…
Ed and Dan take a comprehensive deep dive into the complexities of Medicare, breaking down its four key components: Part A, Part B, Part C, and Part D. They also…
Dan and Katelyn discuss different TSP withdrawal options covering their pros, cons, and important things to consider when making this decision. They also discuss FEHB in retirement covering eligibility, what…
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.
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.
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,…
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…