Not affiliated with The United States Office of Personnel Management or any government agency

Not affiliated with The United States Office of Personnel Management or any government agency

Missy E

Licensed Agent

Enterprise User

More Articles by Missy E

Q&A: Maximizing Agency/Automatic Contributions for Federal Retirement Planning

Key Takeaways Agency and automatic contributions form a crucial foundation for your federal retirement security, whether you contribute manually or...

Myth vs Fact: Do You Need a Federal Retirement Financial Advisor for TSP Planning?

Key Takeaways Not all federal employees need a retirement advisor—self-education and official resources can be highly effective. Understanding the actual...

IRMAA Surcharges and Medicare: What Retired Federal Employees Need to Know

Key Takeaways IRMAA can significantly increase Medicare premium costs for retired federal employees based on annual income. Understanding income sources,...

Top TSP Withdrawal Strategy Guide: Lifelong Planning for Federal Retirees

Key Takeaways Understanding TSP withdrawal rules and options helps you create flexible, lifelong income in retirement. Coordinating TSP withdrawals with...

Case Study: Coordinating TSP Withdrawals with Social Security for Federal Retirees

Key Takeaways Coordinating TSP withdrawals with Social Security can help federal retirees create stable post-retirement income. Strategic planning around timing...

Building a Multi-Year Tax Roadmap vs. Federal Retirees’ Tax Strategies Compared

Key Takeaways A multi-year tax roadmap anticipates and plans for long-term tax scenarios, while traditional federal retiree tax strategies are...

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