Category: Podcast

• Ed goes over some tax savings tips when it comes to the Federal Employee Health Benefits (FEHB) program. • Learn about the types of enrollment offered by the FEHB…

A qualified longevity annuity contract (QLAC) – learn what it is, how it works, and one of the best benefits, lower required minimum distributions (RMDs)!

The traditional TSP versus the Roth TSP – which is better? Learn the differences and why it’s probably a good idea if you’re on the younger side.

As we approach the end of the year, time to go over required minimum distributions (RMDs) and how the SECURE Acts 1.0 and 2.0 changed the IRS penalties and rules.

Is Medicare free? Should you get a medigap plan? Are you “over-insured”? Is dropping FEHB in retirement a good idea? – Learn the answers to these questions and more!

See what message from the STWS inbox had both Ed and Dan flabbergasted. This episode is all about the importance of beneficiaries – including contingent vs. successor.

Enrolled in federal long-term care insurance? You probably have to make an important decision before November 9th. In this special episode, Dan and Ed are digesting the most recent premium…

Roth IRAs and Roth TSP accounts are different types of retirement savings vehicles with different rules you need to know about.

Dan and Ed review 10 social security myths, for military members and federal civilian employees.

The SECURE Act 2.0 made changes to catch-up contribution for the TSP and also early withdrawal rules for public safety workers.