Individual Retirement Account | Funding an (IRA) with a Tax Refund is a Great Tip!
A tax refund is the easiest money you will ever put into an IRA. How to route it straight there, and why the timing works in your favor.
Federal benefits news and analysis — page 36
IRS Issues Reminder on Retirement Savings Withdrawal Policies
The IRS has restated how the SECURE Act changed required minimum distributions, including for the TSP. The key points for federal retirees.
Phased Retirement for Federal Employees
Phased retirement lets eligible federal employees work part-time while drawing part of an annuity. Who qualifies, how the math works, what it costs.
Biden Repeals Trump Orders On Unions, Discipline, IRS Schedule F
An executive order repealed the earlier orders on federal unions, discipline and Schedule F. What was reversed, and what it meant at the time.
Gain Control of Your Money in These Uncertain Times!
Is your TSP in the right funds to protect your retirement? What to review when markets are volatile, and how a no-cost benefit review works.
Exceptions to the TSP Early Withdrawal Penalty
Not every TSP withdrawal before 59 and a half triggers the 10 percent penalty. The exceptions that apply, including separation at 55 and disability.
Brexit Delay | Continued Uncertainty for the I Fund
Two-thirds of the I Fund sat in UK and European markets during the Brexit delay. What concentrated regional exposure means for a TSP allocation.
End of Year Reminder on TSP Taxes and Contributions
Year end is the moment to check TSP contribution limits and your tax withholding. What to confirm now to avoid an unwelcome bill in April.
Tax Rules Differ When Taking from a Roth TSP vs. Roth IRA
A Roth TSP and a Roth IRA are not taxed the same way on withdrawal. The differences that can cost you taxes and penalties if you assume otherwise.
TSP Remains Choppy with Mixed Economic Data
S Fund companies are more sensitive to economic data than their C Fund counterparts. Why choppy conditions hit the two funds quite differently.
Spousal Consent Is Needed for TSP Withdrawals
The TSP Modernization Act changed a great deal, but not this. FERS employees still need notarized spousal consent for withdrawals. What it requires.
A Lot Happened Under the Surface of the TSP Last Week
A flat weekly chart hid one of the most active weeks in markets in years. What happened beneath the surface, and why it matters to TSP investors.