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Recent Articles

Planning Opportunities for Bequesting the TSP to Non-Spouse Beneficiaries May Get Curtailed

October 21, 2019 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Federal benefits expert, Ed Zurndorfer, discusses why non-spouse beneficiaries (such as children, grandchildren or siblings) of TSP participants are not allowed to use the new withdrawal options more…

4 Important Rules That Did NOT Change With the New TSP Withdrawal Options

October 8, 2019 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

While the new Thrift Savings Plan withdrawal options allow for more flexibility, federal benefits expert Ed Zurndorfer explains the rules that have not changed more…

New Legislation Promises to ‘Fix’ Social Security Windfall Elimination Provision (WEP)

October 7, 2019 My Federal Retirement

If passed, the bill would provide a “fairer formula.” Current WEP retirees would receive $150 a month in relief payments more…

Understanding the New Changes to TSP Withdrawal Options – Part 3

September 30, 2019 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Federal benefits expert, Ed Zurndorfer discusses the pros and cons of the new rules for withdrawing payments from both traditional and Roth TSP accounts more…

Proposal to Provide Short-Term Disability Insurance for Federal Employees

September 26, 2019 My Federal Retirement

If passed, the legislation would help provide financial relief for federal employees who have a short-term injury or disability, become pregnant, or develop a pregnancy-related illness more…

Plan to Protect Federal Employee Credit Scores During Government Shutdowns

September 26, 2019 My Federal Retirement

A House committee approved legislation that would prevent federal employee credit scores from being negatively affected by financial difficulties due to a government shutdown more…

2020 COLA Estimated to Drop to 1.6 Percent

September 23, 2019 My Federal Retirement

While the official number won’t be announced until mid-October, the estimate would be the lowest COLA since 2017 more…

Understanding the New Changes to TSP Withdrawal Options – Part 2

September 23, 2019 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Federal benefits expert, Ed Zurndorfer, discusses the new rules and available options to making partial withdrawals from a TSP account — including the advantages and disadvantages. more…

Understanding the New Changes to TSP Withdrawal Options – Part I

September 17, 2019 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Federal benefits expert, Ed Zurndorfer, outlines the the changes to TSP’s installment withdrawals/payments — and discusses the advantages and disadvantages more…

TSP Temporarily Suspends Withdrawal Requests

September 6, 2019 My Federal Retirement

In preparation for the upcoming implementation of the TSP Modernization Act, the Thrift Savings Plan announced this week it will temporarily stop accepting withdrawal requests starting on September 7 more…

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Recent Must-Reads

2027 FEHB Plan Changes: Nine Plans Leaving and UnitedHealthcare’s HSA Plan Ending in 12 States

Why Your 2027 FEHB Share Can Swing Far More Than Your Plan’s Total Premium

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