The Thrift Savings Plan posted details on the new Roth In-Plan Conversion Option which starts Jan. 28. It includes FAQs, important policies, tax considerations, and a helpful guide on deciding whether this is a good option for you more…
What Are Trump Savings Accounts and How Do They Work?
A new federal program was passed into law as part of the 2025 One Big Beautiful Bill Act (OBBBA). Ed Zurndorfer explains how these individual retirement-style investment accounts work, and several reason why they likely make sense for many of those eligible more…
Top 3 Professionals to Help You Plan for Retirement
As you prepare to put your life and financial goals in order, it’s best you seek the advice of people who can help you set all your affairs in order, so you can retire with confidence. Chris Kowalik outlines the top three professionals you should seek assistance from more…
What Federal Employees & Retirees Should Know About the Medicare General Enrollment Period
Each year, the Center for Medicare and Medicare Services conducts a General Enrollment Period (GEP) from January 1 through March 31. Ed Zurndorfer discusses how federal employees and retirees are affected by it including eligibility requirements, what parts of Medicare they can enroll in, when Medicare coverage starts, and how it works with the Federal Employees Health benefits program (FEHB). Practical examples are included. more…
Important Rules & Considerations for IRA Contributions
An individual retirement arrangement (IRA) provides a tax-beneficial way for a federal employee to set aside money for retirement. Ed Zurndorfer outlines the requirements to contribute, the contribution limits and deadlines — as well as the differences between traditional IRA and Roth IRA (and their tax consequences)
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