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200. New Year Fed Finance Chat -- TSP Limits; Social Security Fairness Act Passes (CSRS employees/retirees)

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Manage episode 460027107 series 2800294
Content provided by Love Rutledge. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Love Rutledge or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Certified financial planner Brian Sigwart joined me on the podcast to discuss the elimination of the windfall provision, whichi limited CSRS employee social security benefits. (If you're a FERS employee, this won't impact you.) He also explains what you should be thinking about as we kick off a new calendar year (update your TSP contributions folks). Catch up contributions for folks of specific ages changed this year. You cna get more details here.

A WEP explainer:

https://www.ssa.gov/policy/docs/program-explainers/windfall-elimination-provision.html

Biden signed the bill:

https://www.psrs-peers.org/About-Us/News/2025/01/06/president-biden-signs-social-security-fairness-act--repeals-wep-and-gpo

Brian Sigwart's contact information:

Schedule a call with Brian here.

Brian Sigwart CFP® , RICP ®

CERTIFIED FINANCIAL PLANNER™ Professional

Financial Services Representative

11350 McCormick Road,

Executive Plaza IV, Suite 200

Hunt Valley, MD 21031

T: (410) 937-9098 Calls & Voicemails only

T: (410) 429-1031 Text only

F: (410) 785-7655

[email protected]

http://www.caafg.com/

  continue reading

202 episodes

Artwork
iconShare
 
Manage episode 460027107 series 2800294
Content provided by Love Rutledge. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Love Rutledge or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Certified financial planner Brian Sigwart joined me on the podcast to discuss the elimination of the windfall provision, whichi limited CSRS employee social security benefits. (If you're a FERS employee, this won't impact you.) He also explains what you should be thinking about as we kick off a new calendar year (update your TSP contributions folks). Catch up contributions for folks of specific ages changed this year. You cna get more details here.

A WEP explainer:

https://www.ssa.gov/policy/docs/program-explainers/windfall-elimination-provision.html

Biden signed the bill:

https://www.psrs-peers.org/About-Us/News/2025/01/06/president-biden-signs-social-security-fairness-act--repeals-wep-and-gpo

Brian Sigwart's contact information:

Schedule a call with Brian here.

Brian Sigwart CFP® , RICP ®

CERTIFIED FINANCIAL PLANNER™ Professional

Financial Services Representative

11350 McCormick Road,

Executive Plaza IV, Suite 200

Hunt Valley, MD 21031

T: (410) 937-9098 Calls & Voicemails only

T: (410) 429-1031 Text only

F: (410) 785-7655

[email protected]

http://www.caafg.com/

  continue reading

202 episodes

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