In this episode, Katelyn and Dan examine the evolving federal job landscape and charitable giving strategies. They cover federal employee survey findings, the value of core benefits like FERS, TSP,…
In this episode, Dan and Ed explain what QCDs are and how they work with RMDs from traditional IRAs. They also discuss which retirement accounts allow QCDs, the timing considerations…
In this episode, Dan and Katelyn discuss key 2025 tax changes from the OBBBA and their impact on federal employees. They cover tax deductions, estate planning, and student loan updates,…
In this episode, Dan and Katelyn discuss retirement strategies for federal employees, with a focus on age-gap couples. They cover Medicare, Social Security, Roth conversions, and withdrawal planning, as well…
In this episode, Dan and Katelyn break down the 2024 Federal Employee Viewpoint Survey results, highlighting trends in engagement, leadership trust, and job satisfaction. They also explore how career development…
In this episode, Dan and Ed explain the upcoming 2026 change requiring high-earning federal employees to make TSP “catch-up” contributions only to the Roth TSP. They also discuss how the…
In this episode, Katelyn and Dan explore key considerations for federal employees and veterans planning—covering the Federal Long Term Care Insurance Program, eligibility requirements, pros and cons of coverage, and…
In this episode, Dan and Ed explain what the Special Retirement Supplement (SRS) is and who qualifies for it. They also discuss how the SRS is calculated, the 2024 earnings…
In this episode, Katelyn and Dan explore key topics for federal employees planning for the future—covering solo retirement strategies, long-term care costs, estate planning essentials, and building a personal support…
In this episode, Jen and Dan unpack major challenges facing federal employees—from proposed retirement changes to whistleblower protections—covering the Big Beautiful Bill Act, FERS updates, legal safeguards, and steps to…