Dan and Katelyn explore the Windfall Elimination Program and its impact on CSRS employees. They also review the performance of the TSP funds for August and year-to-date.
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Dan explores the rationale behind the Windfall Elimination Program (WEP) and its effects on CSRS employees. He outlines the maximum reduction possible and highlights scenarios that may qualify for exemptions. Additionally, he offers strategic approaches to mitigate the WEP impact, such as increasing Social Security-covered earnings and optimizing the timing of benefits.
Next, Katelyn delves into the TSP update for August, showcasing the month's top-performing fund alongside the least successful one, offering insights into the reasons behind their performances. She then reviews the August and year-to-date data for the C, S, I, F, and G funds.
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