Required Minimum Distributions
Tax-deferred (“Traditional”) retirement accounts allow individuals to save for retirement by making contributions while they are working,...
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Juan Pablo Susarrey
Dec 8, 20225 min read
Financial House-Keeping
Tax Mitigation Strategies Contribute More to your Pre-Tax Qualified Accounts With the year almost over, there are plenty of action items...
Juan Pablo Susarrey
Nov 15, 20224 min read
The Interim Period: Federal Retirement's Boogeyman
As you get closer to concluding your federal career, you’ll encounter several retirement horror stories. Many are true and tragically...
Ryan Thompson
Oct 7, 20226 min read
Medicare, FEHB, and Keeping Your Federal Health Benefits Even After You Retire
The myriad of benefits available to federal employees can often feel overwhelming. While OPM’s website contains a lot of raw information,...
Ryan Thompson
Sep 12, 20224 min read
Student Loan Forgiveness Programs and Their Impact on Federal Employees
Student loans can often feel like an anchor. Whether they’re taken out for you or a loved one, they can feel like they’re weighing down...
Quinn Ackerman
Aug 13, 20223 min read
Simple Ways to Improve Your Financial Health
What can you do to take your financial health to the next level? Read on to find out.
Quinn Ackerman
Jun 9, 20214 min read
Avoiding RMD Pitfalls
So what's the deal with RMDs? They're confusing and people often fail to prepare for them. Get ahead of the curve by reading more here:
Quinn Ackerman
Apr 6, 20213 min read
Medicare, Oh Medicare
Feds often face different questions about Medicare. Read on to learn about incorporating both FEHB & Medicare into your healthcare plan.
Quinn Ackerman
Mar 5, 20213 min read
TSP Tips and Tricks
We know the TSP can be a strong asset to bolster your retirement plan, but how do we make the most of it?
Quinn Ackerman
Feb 6, 20212 min read
Navigating the Interim Period
All federal retirees, regardless of their retirement system, agency, or job title, will have to prepare for the Interim Period.
Quinn Ackerman
Jan 6, 20212 min read
Revisiting Your Federal Legacy Plan in 2021
The new year is a great time to review your current legacy plan. Here are some things to lookout for.
Quinn Ackerman
Dec 8, 20203 min read
The Power of Roth Conversions
Learn how to harness the power of Roth conversions to take your financial strategy to the next level.
Quinn Ackerman
Nov 6, 20202 min read
FEHB Open Season: What You Need to Know
Because let's be honest, reading through 200+ plans is enough to make anyone's head spin.
Quinn Ackerman
Oct 9, 20202 min read
Strategizing How to Pay Back Tax Deferrals
With hundreds of thousands of feds required to pay back deferred payroll taxes in 2021, this is definitely something to plan for.
Quinn Ackerman
Sep 7, 20202 min read
Should You Pay off the Mortgage with your TSP?
As much as we all want to get rid of our house payment, we first must explore if using tax-deferred assets is a good way to do so.
John Mantia
Aug 4, 20202 min read
VERA 101
We've heard the buzz about VERAs, but how do they actually work? We're breaking down what you need to know.
Quinn Ackerman
Jul 7, 20204 min read
The Ins and Outs of FEGLI
Get the lowdown on how different FEGLI coverages function to figure out which ones (if any) make sense for your personal situation.
John Mantia
Jun 8, 20202 min read
A Brief Guide to The Retirement Earnings Test
If you collect the FERS Supplement or pre-FRA Social Security Benefits, the Retirement Earnings Test is something you'll have to navigate.
John Mantia
May 5, 20201 min read
The CARES Act and What It Means for Feds
There's a lot to unpack with The CARES Act, but this quick summary gives you a few key takeaways without getting bogged down in the details.
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