News
Insight on How Investors Should Respond to TSP Volatility
4+ day, 14+ hour ago (90+ words) Financial Planning Resources for Federal & Postal Employees May 21, 2026 My Federal Retirement How will your pay & benefits change in 2026? Markets have been noisy for months. But when you look past daily swings, many Thrift Savings Plan (TSP)" funds are firmly in…...
How Supplemental Benefits from Your FEHB Plan Can Put Money Back in Your Pocket
6+ day, 11+ hour ago (93+ words) Financial Planning Resources for Federal & Postal Employees May 19, 2026 My Federal Retirement Many Federal Employees Health Benefit (FEHB) enrollees overlook valuable supplemental benefits included in their plans, such as wellness incentives worth hundreds of dollars to gym discounts and shopping rewards....
New TSP Catch'Up Contribution Rules in 2026
2+ week, 5+ day ago (109+ words) Financial Planning Resources for Federal & Postal Employees May 6, 2026 My Federal Retirement If your are turning age 50 or older in 2026, a new law could change how your Thrift Savings Plan (TSP) catch'up contributions are made. Under SECURE Act 2. 0, high'income earners may…...
FERS Disability Retirement: Eligibility & Application Process
2+ week, 6+ day ago (477+ words) Financial Planning Resources for Federal & Postal Employees May 5, 2026 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER" Any FERS employee who was placed in "CSRS interim" during the period 1984-1986 in which full Social Security (FICA) taxes were deducted and full or reduced CSRS deductions…...
OPM Wants Access to Federal Employees' & Retirees' Medical Records; Lawmakers Say No
1+ mon, 3+ day ago (305+ words) Financial Planning Resources for Federal & Postal Employees April 22, 2026 My Federal Retirement Democratic senators Monday warned the Office of Personnel Management (OPM) to withdraw its plan to collect personally identifiable health data from millions of federal employees and retirees. According to…...
The Barbell: A Strategy for Managing the Thrift Savings Plan in Retirement
1+ mon, 1+ week ago (170+ words) Financial Planning Resources for Federal & Postal Employees April 14, 2026 My Federal Retirement Barfield's popular book aims to address these common questions TSP participants have as they enter the withdrawal phase of their life: " How do I protect what I've built up?...
Federal Retirees Encounter Weeks of Delay Receiving Tax Documents from OPM
2+ mon, 3+ week ago (446+ words) Financial Planning Resources for Federal & Postal Employees March 3, 2026 My Federal Retirement Numerous federal retirees have been issuing complaints about weeks of delay in receiving necessary tax forms to file their 2025 income taxes " notably IRS From 1099-R that reports the retirement…...
How to Get Your 1099-R for CSRS/FERS Annuity and TSP
3+ mon, 1+ week ago (298+ words) Financial Planning Resources for Federal & Postal Employees February 17, 2026 My Federal Retirement How will your pay & benefits change in 2026? If you are missing a" form 1099-R from either your CSRS/FERS annuity from the Office of Personnel Management (OPM), or your…...
Best (and Worst) States to Retire in 2026
3+ mon, 2+ week ago (132+ words) Financial Planning Resources for Federal & Postal Employees February 6, 2026 My Federal Retirement With 65% of non-retired adults say their retirement savings aren't on track, choosing a state to live in during retirement is an important financial decision." To determine the best (and…...
TSP Roth In-Plan Conversion: Calculators, How-To Guide & Video Tutorial
3+ mon, 3+ week ago (445+ words) Financial Planning Resources for Federal & Postal Employees January 29, 2026 My Federal Retirement Starting Jan. 28, 2026," TSP participants and spousal beneficiaries are able to convert money from a traditional balance to Roth within their TSP account. This transaction is called a "TSP Roth…...