Posted on Friday, 21st November 2025 by Dennis Damp

I rolled over my traditional Thrift Savings Plan (TSP) to my personal Fidelity IRA last month. The TSP was established in 1987 concurrent with the Federal Employees Retirement System (FERS), and I retired in 2004 under the Civil Service Retirement System (CSRS), leaving me only 17 years to fund my TSP. There were many factors […]

Tags: BPA, Daily Brief, FERS Accounts, Inherited IRAs, Rollovers, Transfers, TSP Inheritance Guidance, TSP Rollovers, TSP Withdrawals
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• ANNUITIES / ELIGIBILITY
• BENEFITS / INSURANCE
• ESTATE PLANNING
• FINANCE / TIP
• RETIREMENT CONCERNS
• SOCIAL SECURITY / MEDICARE
• SURVIVOR INFORMATION

Posted on Friday, 19th January 2024 by Dennis Damp

I was required to take my first RMD at age 70 ½ several years ago before the laws were changed. Under the SECURE 2.0 Act in 2023 the required withdrawal age increased to 73. Several newsletter subscribers asked for an update on TSP annuities, RMDs, and withdrawals in general. Rachel stated, “While the new TSP […]

Tags: TSP Annuities, TSP RMDs, TSP Site Search Tip, TSP Withdrawals
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• ANNUITIES / ELIGIBILITY
• BENEFITS / INSURANCE
• ESTATE PLANNING
• FINANCE / TIP
• RETIREMENT CONCERNS
• SOCIAL SECURITY / MEDICARE
• SURVIVOR INFORMATION

Posted on Friday, 7th October 2022 by Dennis Damp

Medicare sent out their Medicare and You 2023 handbook last month to current recipients. The initial enrollment period remains the same. Those approaching 65 can sign up for Part A and/or Part B during the 7-month period that begins 3 months before the month you turn 65, includes the month you turn 65, and ends […]

Tags: Financial PLanning, Medicare, Medicare Signup, RMDs, TSP Withdrawals
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• ANNUITIES / ELIGIBILITY
• BENEFITS / INSURANCE
• ESTATE PLANNING
• FINANCE / TIP
• RETIREMENT CONCERNS
• SURVIVOR INFORMATION