News
New TSP Catch'Up Contribution Rules in 2026
1+ day, 19+ hour 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+ day, 16+ hour 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
2+ week, 1+ 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
3+ week, 2+ day 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, 4+ day 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
2+ mon, 2+ 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, 1+ day 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, 1+ 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…...
Monthly Guide to Getting Your Finances on Track
3+ mon, 1+ week ago (1005+ words) Financial Planning Resources for Federal & Postal Employees January 28, 2026 My Federal Retirement Big, sweeping New Year's resolutions can be tough to stick to. When we set the bar too high or make unrealistic goals, we inevitably blow it or become overwhelmed....
IRA Contributions: Important Rules & Considerations for Federal Employees
3+ mon, 3+ week ago (162+ words) Financial Planning Resources for Federal & Postal Employees January 11, 2026 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER" The 2025 IRA contribution limits are: (1) If an employee is under age 50 throughout 2025, the lower of $7, 000 or the employee's earned income (salary/wages) or $7, 000; and Thomas can each…...