Federal Employees Info

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Inside Look at the TSP Mutual Fund Window

The TSP mutual fund window is a new option that started in the summer of 2022. It allows TSP participants to choose from over

Financial-Advisors-For-Federal-Government-Employees

Net Unrealized Appreciation (NUA): A Simple Explanation

Net Unrealized Appreciation (NUA) is a valuable tax strategy that can significantly impact your financial future. Whether you’re a long-time investor or you’re just starting

Retirement-Planning-Workshops-For-Federal-Employees

2024 Federal Holidays

When a holiday falls on a non-workday, Saturday or Sunday, the holiday is observed on Monday (if the holiday falls on Sunday) or Friday

Retirement-Planning-Workshops-For-Federal-Employees

TSP Participants Required to Make Roth Contributions Starting in 2024?

Starting 2024, SECURE 2.0 set new rules that will require TSP participants who make more than $145,000 a year to place catch-up contributions into the

Retirement-Planning-Workshops-For-Federal-Employees

Maximize Your FERS Pension & Retirement Benefits – Receive a Detailed Federal Benefits Report

Planning for retirement? Need to know your specific FERS pension numbers? Meet with one of our Chartered Federal Employee Benefits Consultants. At PlanWell, we take

Get the latest federal retirement planning & benefit updates.

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