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Thrift Savings Plan RMD and IRA Planning Strategies

May 16, 2024 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

The SECURE Act 2.0 resulted in several changes to the Thrift Savings Plan and IRAs. Ed Zurndorfer outlines a number of planning issues surrounding required minimum distributions (RMDs) for both active federal employees and retirees more…

Federal Law Enforcement Officers Retirement

May 13, 2024 Chris Kowalik

TSP - Thrift Savings Plan

Chris Kowalik breaks down the unique retirement complexities of federal LEOs more…

TSP Updates In-service Age 59.5 Withdrawal Rules

Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

In 2024, the Thrift Savings Plan updated its rules for in-service withdrawals. Ed Zurndorfer outlines the updated rules for TSP participants who make age-based (age 59.5) withdrawals more…

OPM Announces Crack Down on Ineligible FEHB Enrollees

May 6, 2024 My Federal Retirement

The Office of Personnel Management has new tools to reduce the number of ineligible enrollments in the Federal Employees Health Benefits program more…

TSP Updates Financial Hardship Withdrawal Rules

May 2, 2024 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Thrift Savings Plan updated its rules for in-service withdrawals earlier this year. Ed Zurndorfer discusses the updated TSP rules for financial hardship withdrawals in this part of a two-part series more…

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