FedLife Podcast: Age and Service Milestones for Federal Employees (pt. II)
Are you aware of the milestones and benefits as you plan for retirement? It’s time to unlock the secrets and make the most of your federal employee benefits. FedLife Podcast…
FedLife Podcast: Age and Service Milestones for Federal Employees
Listen in and learn the strategies you need to take proactive steps to secure your financial well-being during your service and retirement.
FedLife Podcast: Transferring a Traditional TSP to a Roth IRA
In this informative episode, Ed Zurndorfer shares step-by-step guidance for individuals aged 59.5 or older looking to transfer their TSP account into a Roth IRA account.
FedLife Podcast: How New Jersey and Pennsylvania Tax the TSP
In this week’s episode, Ed Zurndorfer guides you through the complexities of these differences while detailing the nuances of TSP contributions, from withdrawals to maximizing your potential tax savings.
FedLife Podcast: How the IRS Taxes FERS and CSRS Annuities
in this episode, Ed Zurndorfer joins Dan Sipe to explain how the IRS taxes federal government pensions for CSRS and FERS employees.
Best Practices for Feds Considering an Intrafamily Loans
What feds should know about lending their family members money. By: Katelyn Murray, CFP®, ChFEBC®, FBS®, CFT-1™, ECA In our day-to-day work helping Feds create financial plans to meet their…
Should FEHB Enrollees Reconsider Medicare Part D?
New legislation has made Medicare part D enrollment more advantageous for some FEHB (Federal Employee Health Benefits) program participants – are you one of them?
FedLife Podcast: Protect Your Legacy with Estate Planning
In this episode, Ed Zurndorfer details the critical components of estate planning while emphasizing the importance of having comprehensive estate plans.
2024 COLA for FERS, CSRS, and Social Security Could Be Significantly Lower
After an 8.7% COLA for 2023, read the latest on inflation and interest rates – indicating a much lower adjustment next year.
Moving Money Out of the Thrift Savings Plan
What is the difference between a TSP transfer, rollover, and withdrawal? We explore the tax consequences for Traditional and Roth TSP accounts.