Tax Planning with a Pension: Why Strategy Changes for FERS Retirees
Pension retirees face a higher tax floor in retirement than non-pension retirees. Learn how FERS and other pension households can plan for taxes through Social Security timing, RMD management, Roth strategies, taxable accounts, and early pre-retirement planning.
Predictable Retirement: The ‘Income Protection’ Approach
Learn how the Income Protection approach helps retirees create predictable income for a relaxing retirement.
The ‘Risk Wrap’ Approach to Retirement Income
the Risk Wrap approach helps retirees and employees with pensions balance market growth and predictable income through diversified, structured retirement planning.
The Role of L Funds for Federal Government Employees
Learn how TSP L Funds work, what they are made of, and how to decide between L Funds and individual TSP funds. Understand how glide paths change over time and why investing with purpose matters.
6 Retirement Questions Government Empoyees Should Ask
6 Retirement questions to ask to make the transition from the workforce to retirement seamless.
The Federal Thrift Savings Plan
The Federal Thrift Savings Plan (TSP) is a tax-deferred retirement savings and investment plan set up to help federal civilian employees and military personnel save for retirement.