Federal Employee Financial Planning Resources

Financial Planning for Federal Employees

All Articles on Federal Employee Financial Planning Resources (3 of 12)

Image for Roth TSP for Participants Over Age 50 (Catch-Up Contributions)

Jul 2

Roth TSP for Participants Over Age 50 (Catch-Up Contributions)

Image for January Jump: The Easy Way to Boost Your TSP Balance

Jun 30

January Jump: The Easy Way to Boost Your TSP Balance

Taxes

Image for Investing for Feds: Key Concerns When It Comes to Structuring Your Portfolio

Jun 24

Katelyn M. Cassell

Investing for Feds: Key Concerns When It Comes to Structuring Your Portfolio

Image for When COLAs & Federal Pay Raises Lag Behind

Jun 18

When COLAs & Federal Pay Raises Lag Behind

Taxes

Image for Federal Employee Pay and Benefits: A Comparison to the Private Sector

Jun 16

Federal Employee Pay and Benefits: A Comparison to the Private Sector

Image for Combining QCD and Roth Conversion Strategies for Savvy Seniors

Jun 12

Katelyn M. Cassell

Combining QCD and Roth Conversion Strategies for Savvy Seniors

Image for Medicare Options for Federal Employees Nearing 65

Jun 10

Medicare Options for Federal Employees Nearing 65

FEHB/Medicare

Image for Maximizing Wealth Transfer: Smart Strategies for Designating Beneficiaries

Jun 6

Katelyn M. Cassell

Maximizing Wealth Transfer: Smart Strategies for Designating Beneficiaries

Taxes

Image for 2025 Health Savings Account Contribution Limits

May 22

Katelyn M. Cassell

2025 Health Savings Account Contribution Limits

FEHB/Medicare Taxes

Image for FedLife Podcast: Roth IRA Contributions and the Saver’s Tax Credit

May 16

FedLife Podcast: Roth IRA Contributions and the Saver’s Tax Credit

Taxes

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