Federal benefits expert, Ed Zurndorfer, explains the major surprise: The IRS’ interpretation of how the 10-year rule for required minimum distributions applies to certain individual retirement accounts and workplace retirement plan beneficiaries more…
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House Passes Bill to Increase Catch-Up Contribution Limit and RMD Age for TSP Participants
If signed into law, the SECURE Act 2.0 would increase the required minimum distributions age and increase the limit on catch-up contributions to qualified employer-sponsored retirement plans such as the Thrift Savings Plan more…
7 Retirement Regrets to Avoid
Federal retirement expert, Chris Kowalik, explains how retirement regrets have real consequences, and why it’s important to do what you can now to get ahead of the game more…
How Current and Future Federal Retirees Could Be Affected by the Postal Service Reform Act of 2022
While the new law has no effect on current federal retirees’ health benefits participation and cost, federal benefits expert, Ed Zurndorfer, says chances are good that both current and future federal retirees will be affected by similar reforms in the near future more…
The TSP Early Withdrawal Penalty
Federal retirement expert, Chris Kowalik, reveals the rules of the early withdrawal penalty (and how to avoid it) when taking money out of the TSP prior to age 59-1/2. Examples are provided.
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