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Wednesday, February 24th, 2021
Federal Employee Handbooks

Financial & Estate Planning

Sign up Now! Free eNewsletters

Establishing a Trust? Know the Costs

Published: February 4, 2021

Trust fees vary widely so it pays to shop around and get quotes before making any commitments. Be sure you …More

Relieving Your Survivors of the Burden of Funeral Planning

Published: January 12, 2021

Although no one wants to think about their own funeral arrangements, ignoring the issue can lead to over-spending that will …More

Beneficiary Considerations for Your IRA

Published: December 3, 2020

Chances are you’ve spent a certain amount of time on the creation of your will. You’ve discussed the provisions with …More

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Making Sure Your Trustee is Trustworthy

Published: November 5, 2020

Every trust needs a trustee to assume responsibility for handling trust assets. Your choices include: Individual trustee: A friend or …More

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Making the Most of a Will

Published: October 7, 2020

To ensure your will stands up it should be written by an attorney. Wills that you write yourself, or fill-in-the-blank …More

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An Education in 529 Plan Ownership

Published: September 9, 2020

If you are investing in Section 529 college savings plans for your children or possibly for grandchildren, you may accumulate …More

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Your Options for Selecting a Trustee

Published: August 13, 2020

If you decide to leave assets in a trust for your beneficiaries, consider your designation of trustee carefully. The most …More

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A Retirement Plan May Become Worthless, but Planning is Everything

Published: August 6, 2020

In these articles and with my clients, I hound on the importance of having a plan for the future. A …More

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Set Goals First, Then Make an Estate Plan

Published: July 16, 2020

Estate planning is more than tax planning. Beyond finances, you should have goals for your estate plan. Are there specific …More

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Protect Your Estate With Life Insurance

Published: June 11, 2020

Life insurance may play a vital role in an estate plan because insurance proceeds can be counted on to provide …More

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Bitcoin for Your IRA?

Published: May 11, 2020

For decades, gold has been a safe-haven for investors during economic downturn. But what about Bitcoin? After earning the nickname …More

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Providing for Both Sides of a Blended Family

Published: May 11, 2020

Many Americans have so-called “blended” families now. In such a family, one or both spouses have children from a previous …More

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Using Joint Ownership for Assets

Published: April 7, 2020

For certain assets, you might prefer to hold title as “joint tenants with right of survivorship (JTWROS).” That gives the …More

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Guarding Against the Possibility of Your Incapacity

Published: March 5, 2020

As part of your financial and estate planning, you should make arrangements for your care in case you become incapacitated. …More

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Retirement Preparation beyond Waiting for Eligibility

Published: February 6, 2020

While it’s important for federal employees to understand when they will be able to draw retirement benefits, retirement planning means …More

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Options for Designating Ownership of Assets

Published: January 10, 2020

The way in which you hold your assets can affect your financial and estate planning. * Sole ownership. Holding assets …More

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Why You Might Want a Revocable Trust

Published: December 19, 2019

Revocable living trusts are increasingly popular. In most revocable trusts, you (the trust creator) are also the trustee and the …More

Second Thoughts on Custodial Accounts for Children

Published: November 14, 2019

Using custodial accounts to hold assets for children is simple, inexpensive, and effective for income tax savings. There are drawbacks, …More

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Education Savings Plan Considerations

Published: October 17, 2019

Many people have created revocable living trusts to hold their assets. If you have such a trust, should you use …More

Saving Is Just Part of Retirement Planning

Published: September 12, 2019

Much of the attention to retirement planning involves building up savings, but proper financial preparation for retirement involves more than …More

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Questions forum

Retirement & Financial

  • Top Retirement Mistakes Federal Employees Made in 2020
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    At the beginning of this year RMG put together a list of the most common […]

  • Improper Retirement Payments Still a Problem, Report Says
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    Improper payments under the CSRS and FERS retirement systems remain a problem, the inspector general […]

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TSP

  • TSP: Questions to Ask a Tax Advisor
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    We’re getting close to tax time and many readers are beginning to organize their tax […]

  • Interest Rates are Rising: Good for Some, Bad for Others
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    Over the past week, long-duration Treasury rates moved up surprisingly quickly. The 10-year Treasury rate […]

View TSP chart

Retirement Benefits

  • FEHB and FEGLI Benefits for Surviving Children
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    If you are an employee or retiree covered by the Federal Employees’ Group Life Insurance […]

  • Survivor Benefits Before, After Retirement Differ
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    If you are a CSRS employee, your spouse will receive 55 percent of the annuity […]

More in Retirement Benefits

Financial & Estate Planning

  • Establishing a Trust? Know the Costs
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    Trust fees vary widely so it pays to shop around and get quotes before making […]

  • Relieving Your Survivors of the Burden of Funeral Planning
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    Although no one wants to think about their own funeral arrangements, ignoring the issue can […]

More in Estate Planning

Retirement Policy

  • How a Court Order Can Affect Your TSP Withdrawal
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    A court decree of divorce, annulment or legal separation can make an award from a […]

  • Think Hard Before Taking Refund of Retirement Contributions
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    If you’re thinking of leaving government without having reached retirement eligibility, you’ll need to decide […]

More in Retirement Policy

Taxes & Insurance

  • Protecting Yourself in Property Damage Claims
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    Auto and homeowners insurance policies might require you to make temporary repairs to protect your […]

  • Assigning a FEGLI Policy Means Losing Much of the Control
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    You can choose to assign—that is, transfer ownership of—Federal Employees Group Life Insurance coverage. This […]

More in Taxes & Insurance
TSPL IncomeL 2020L 2030L 2040L 2050G FundF FundC FundS FundI Fund
12 mo5.04%%11.41%13.41%15.14%0.87%4.73%17.16%36.45%9.99%
YTD-0.10%%-0.32%-0.37%-0.41%0.07%-0.71%-1.01%2.85%-1.09%
Jan-0.10%%-0.32%-0.37%-0.41%0.07%-0.71%-1.01%2.85%-1.09%
View TSP chart
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