Financial Planning

Financial Planning for Federal Employees

All Articles on Financial Planning (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

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

Image for COLAs and pay raises lower than they should be? You have a way to fight back.

Jun 18

COLAs and pay raises lower than they should be? You have a way to fight back.

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

Combining QCD and Roth Conversion Strategies for Savvy Seniors

Image for Nearing 65 and considering Medicare options? Maybe it’s time to talk to MA.

Jun 10

Nearing 65 and considering Medicare options? Maybe it’s time to talk to MA.

FEHB/Medicare

Image for Maximizing Wealth Transfer: Smart Strategies for Designating Beneficiaries

Jun 6

Maximizing Wealth Transfer: Smart Strategies for Designating Beneficiaries

Taxes

Image for Recently Released: 2025 Health Savings Account Contribution Limits

May 22

Recently Released: 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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