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

Myth vs Fact: RMD Planning for TSP and IRAs and 2026 Regulation Changes

Key Takeaways 2026 brought important RMD regulation updates—know how they affect your TSP and IRA accounts. Separating RMD myths from...

FERS Advisor Role in 2026: Compliance, Benefit Trends, and Retirement Insights

Key Takeaways Understand the shifting responsibilities and compliance guidelines shaping the FERS advisor role in 2026. Learn actionable strategies for...

Beneficiary Designation Mistakes vs Common Errors: What Federal Retirees Need to Know

Key Takeaways Accurate beneficiary designations ensure retirement benefits are distributed as intended, without legal or financial delays. Regularly review and...

Required Minimum Distributions: RMD Rules for Federal and Military Retirees

Key Takeaways Understanding RMD deadlines and requirements is crucial for avoiding tax penalties. Federal and military retirees must review all...

Roth Conversions and Federal Pensions: 7 Key Facts for Public Sector Retirees

Key Takeaways Roth conversions and federal pension strategies can work together to increase retirement flexibility. Understanding tax impacts and timing is...

Federal Benefits Advisor Pros & Cons: What to Expect in Retirement Planning

Key Takeaways Federal benefits advisors can simplify complex retirement decisions for public-sector employees by offering tailored guidance on benefits and options. Before...

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