Dan and Katelyn discuss how federal employees can approach retirement income and tax planning, including the potential impact of working after retirement and the role Roth conversions may play in creating tax flexibility. Check Out Our Next FERS Webinar for ... Read More

Over the years and particularly over the last 18 months, there have been thousands of  employees covered by the Federal Employees Retirement System (FERS) who left federal service before they were eligible to immediately retire. When they left federal service, ... Read More

Inflation and longevity are two challenges facing today’s federal retirees. In this solo episode, Katelyn explains how rising costs and longer life expectancies can impact retirement income—and what federal employees can do now to prepare. Check Out Our Next FERS ... Read More

Federal employees approaching retirement or following recent workforce developments may have questions about what to expect. In this episode, Dan and Katelyn explain OPM’s retirement process and discuss the recent Schedule Policy/Career changes, including what has and has not changed ... Read More

An important part of a retiring federal employee’s retirement plan is understanding and planning for survivor benefits when the federal retiree dies. This column discusses and explains the choices that federal employees have with respect to survivor benefits for eligible ... Read More

Dan and Katelyn discuss two important retirement planning developments affecting federal employees: the USPS FERS funding pause and the enhanced catch-up contribution opportunity available to those ages 60-63. Check Out Our Next FERS Webinar for Federal Employees – REGISTER HERE ... Read More

In this episode, Katelyn and Dan discuss why federal employees are considering state jobs, outlining benefits, protections, and key trade-offs, then explore apprenticeship opportunities in fields like IT, healthcare, and HR, closing with guidance on eligibility, how to get started, ... Read More

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 as early 2026 COLA projections and their impact on CSRS ... Read More

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 as early 2026 COLA projections and their impact on CSRS ... Read More

In this episode, Dan and Katelyn dive into RMDs-when to take them, why they matter, and how to avoid penalties-and explain Discontinued Service Retirement (DSR), including who qualifies and what to expect if facing early separation. Check Out Our Next ... Read More