Daniel L. Lamb Financial and Insurance Services

05/14/2024

If you are 59 1/2 yrs. old or older and still employed with the US Government you can take control of your TSP account and roll it into an IRA account of your choosing that could offer you more investment options. If you want more information let me know.

Earlier in 2024, the Thrift Savings Plan updated its rules for in-service withdrawals. Ed Zurndorfer outlines the updated rules for TSP participants who make age-based (age 59.5) withdrawals

05/14/2024

Important information if you work for the US Postal Service

The federal HR agency posted its final rule for establishing the Postal Service Health Benefits program on Monday, clarifying language on Medicare Part B enrollment and other details.

05/10/2024

Amazing Federal Employees training!!

05/07/2024

https://fedimpact.com/financial-planning-pep-talk-for-federal-employees/?inf_contact_key=ecdbf03dfb3f82a62efebccf9de32cf816358d5485884e2f31e6019a0d26c8b0

Everyone can use a good pep talk when it comes to financial planning. If you're a federal employee, get your new year in order with these steps.

05/01/2024

Ed Zurndorfer explains why any non-spouse beneficiary (with some exceptions) of a traditional IRA whose owner died after December 31, 2019, and who must withdraw the entire inherited traditional IRA within 10 years of the death of the traditional IRA owner, does not have to withdraw any inherited IR...