Dan and Katelyn discuss potential adjustments to mandatory retirement ages for Federal air traffic controllers and pilots, explaining the rationale and potential outcomes. They also compare FEGLI with private life…
The rules for making a military deposit to boost your FERS or CSRS pension from a civilian federal position.
Dan and Katelyn discuss strategies like the 'January jump' to help maximize TSP balances, emphasizing the impact of small adjustments and advocating habit stacking for consistency. They also delve into…
Dan and Chelsea discuss combining QCD and Roth conversion strategies, alongside pay raises, parity, and protection for federal employees. Dan and Katelyn offer guidelines for building a resilient investment portfolio…
Dan and Chelsea discuss combining QCD and Roth conversion strategies, alongside pay raises, parity, and protection for federal employees. Social media clip caption: Are Feds Really Overpaid? Dive into QCD…
Explore the Backdoor Roth IRA, uncovering its advantages and tax implications to maximize your retirement savings strategy.
Dan and Katelyn discuss maximizing wealth transfer for beneficiaries and explore the benefits of Medicare Advantage plans available through FEHB.
Dan introduces Kevin Moss, an expert from Consumer’s Checkbook, providing a brief overview of Consumer's Checkbook and Kevin Moss's credentials. He segues into the importance of HDHPs and HSAs. Kevin…
Cost-of-living adjustments for federal retirees: Social Security COLA, CSRS COLA, and COLAs for CSRS-offset and FERS
Discussing the world of Roth IRA contributions and the Saver’s Tax Credit. Learn how these financial tools can help grow your wealth a secure your future.