Our Blog
Fiduciary Rule Reset (as seen on FEDweek)
The Department of Labor’s 2024 fiduciary rule has been vacated—bringing retirement advice standards back to a framework where ...
Retiring With a TSP Loan? A Simple Decision Framework to Avoid Costly Mistakes
Better Federal Retirement™ • Planning for affluent federal employees who want more freedom, clarity, and control. Retiring With ...
What is a Safe Withdrawal Rate? Depends on Where Your Money Is Held (as featured on FedSmith)
The “4% rule” is one of the most widely cited guidelines in retirement planning—but it’s often misunderstood, especially ...
Why Standard Social Security Optimization Fails Feds (as featured on FEDweek)
Many Social Security strategies focus on one goal: getting the highest possible benefit. But for federal employees, that ...
Roth Conversions Within the TSP? Not as Simple as It Sounds (Featured in FedSmith)
Roth conversions are coming to the Thrift Savings Plan—and for many federal employees, that sounds like a clear ...
Why Your “Safe” Withdrawal Rate Depends on Taxes
Safe Withdrawal Rates & Taxes for Federal Retirees At Better Federal Retirement, we frequently work with federal retirees ...
2025 Delivered for Those Who Stayed in Their Seats
Markets rewarded discipline. Diversification mattered. Long-term investors were paid for patience. Key Takeaways: Stocks delivered strong returns—for the ...
The 3 Retirement Income Strategies Every Federal Employee Should Understand (as seen on FEDweek)
For federal employees, retirement planning doesn’t end with saving—it begins with one of the most important questions: how ...
Evidence-Based Investing
How do you define evidence-based investing? The simplest and most relatable way is through an example—one you may ...
What is a Fiduciary’s Duty?
Understanding the Three Fiduciary Duties: What They Mean for Federal Employees If you’re a federal employee preparing for ...
Why the Wealthy Need To Invest Differently
Have you outgrown the TSP? Consider a rollover if you have more than $400,000. For federal employees, the ...
The Reality Behind TSP Roll-Over Pitches Targeting Federal Employees
Many federal employees tell me the same story: as they approach retirement, their inbox fills with messages urging ...
