The FedLife Podcast: Understanding the Backdoor Roth IRA
Explore the Backdoor Roth IRA, uncovering its advantages and tax implications to maximize your retirement savings strategy.
The Fed15 Podcast: Maximizing Wealth Transfer and Medicare Advantage
Dan and Katelyn discuss maximizing wealth transfer for beneficiaries and explore the benefits of Medicare Advantage plans available through FEHB.
The Fed15 Podcast: High Deductible Health Plans and Health Savings Accounts for Federal Employees
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…
FedLife Podcast: Understanding COLAs for CSRS, CSRS-Offset and FERS
Cost-of-living adjustments for federal retirees: Social Security COLA, CSRS COLA, and COLAs for CSRS-offset and FERS
FedLife Podcast: Roth IRA Contributions and the Saver’s Tax Credit
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.
FedLife Podcast: Tax Credits for Your Child’s Education
Join Dan and Ed as they unlock the potential of college savings accounts for a brighter future!
The FedLife Podcast: Federal Employee Income Tax Milestones
With respect to Federal Income Taxes, here are the age milestones for federal employees and retirees.
The FedLife Podcast: Waiting for the Enhanced FERS Retirement Annuity
Why the special retirement supplement (SRS) is no substitute for the “enhanced” FERS annuity feds can get at age 62
The FedLife Podcast: What is an Excessive Elective Deferral?
In the TSP for feds and in 401(k) plans in the private sector, it is important to watch out for excessive elective deferrals!
The FedLife Podcast: What is a Non-Appropriated Fund Federal Employee?
What is a NAF federal employee? What is the difference from a regular federal employee? Learn about the benefits, retirement options, and more!