16 Things Seniors Born Between 1941-1969 Could Take Advantage Of
View the latest Thrift Savings Plan returns of the G, F, C, S, I and L funds more…
Thrift Savings Plan (TSP)
Legislation Would Ban TSP Investments in Adversary Nations
If passed, the TSP Fiduciary Security Act would prevent the Thrift Saving Plan funds from being invested in countries of concern, such as China, Cuba, Iran, Russia, North Korea, Syria, Sudan, and Venezuela more…
How to Get Your 1099-R for CSRS/FERS Annuity and TSP
If you are missing an IRS form 1099-R from either your CSRS/FERS annuity or your Thrift Savings Plan (TSP) account, here are the instructions to get them more…
TSP Roth In-Plan Conversion: Calculators, How-To Guide & Video Tutorial
The new TSP Roth In-Plan Conversion Option started Jan. 28. Are you confused about what it is? Is it the right option for you? Here are several tools from the TSP to help, including a 20-page guide, tutorial video, and two online calculators more…
Larger TSP Balances Mean Larger RMDs During 2026
While the stock market performance is encouraging news for Thrift Savings Plan participants, it also means federal employees and retirees should take some tax-planning moves. Ed Zurndorfer outlines 3 actions that traditional TSP participants may want to consider in order to reduce 2026 required minimum distributions (RMDs) more…
Proposal to Allow Penalty-Free TSP Withdrawals in Certain Emergencies
If passed, the Thrift Savings Plan Emergency Withdrawal Act would assist former federal employees pay their bills after leaving the federal workforce by allowing them to make penalty-free withdrawals from their TSP account more…
TSP Announces January 2026 Processing Schedule
The Thrift Savings Plan announced its processing schedule for January 2026 including when IRS form 1099-R, life expectancy recalculation notices, and required minimum distribution (RMD) notices will be issued more…
What You Should Know About the Roth TSP in-Plan Conversion Option
The new Roth Thrift Savings Plan in-plan conversion option (starting Jan. 2026) is complex — and may benefit some but not all traditional TSP participants. Ed Zurndorfer provides five important questions before considering this option, plus helpful insight on the tax consequences, who is eligible to participate, and the complicated rules and required minimum distrubion (RMD) issues. Practical examples are included more…
New Mandatory Roth TSP Catch-Up Contribution Rules
New rules for mandatory Roth TSP catch-up contributions go to effect Jan. 1, 2026. And there are many challenges and confusion regarding which federal employees are (or are not) effected, and the financial impact. Ed Zurndorfer answers some important frequently asked questions including practical examples more…
How to Maximize Your 2026 TSP Contributions and Not Lose Agency Matching Contributions
Ed Zurndorfer discusses how regular contributions and catch-up contributions made to the TSP affect agency matching contributions for federal employees covered under FERS — and how those employees can avoid losing matching TSP contributions from their agency. Practical examples and worksheets are included more…