The FedLife Podcast: What is an Excessive Elective Deferral?
In the TSP for feds and in 401(k) plans in the private sector, it is important to watch out for excessive elective deferrals!
Federal Retirement Benefits
Articles about Taxes for Federal Employees by Ed Zurndorfer and others at STWS
In the TSP for feds and in 401(k) plans in the private sector, it is important to watch out for excessive elective deferrals!
A qualified longevity annuity contract (QLAC) – learn what it is, how it works, and one of the best benefits, lower required minimum distributions (RMDs)! FedLife Podcast (ep. #109): Lowering…
The traditional TSP versus the Roth TSP – which is better? Learn the differences and why it’s probably a good idea if you’re on the younger side. FedLife Podcast (ep.…
As we approach the end of the year, time to go over required minimum distributions (RMDs) and how the SECURE Acts 1.0 and 2.0 changed the IRS penalties and rules.…
Roth IRAs and Roth TSP accounts are different types of retirement savings vehicles with different rules you need to know about. FedLife Podcast (ep. 104): 5-Year Rules for Roth Accounts…
Understanding the New RMD Rules for Inherited IRAs: Your Essential Guide – Part II The FedLife Podcast (Ep. 100): Understanding the New RMD Rules for Inherited IRAs: Your Essential Guide…
Understanding the New RMD Rules for Inherited IRAs: Your Essential Guide – Part I The FedLife Podcast (Ep. 99): Understanding the New RMD Rules for Inherited IRAs: Your Essential Guide…
Listen in and learn the strategies you need to take proactive steps to secure your financial well-being during your service and retirement.
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.
in this episode, Ed Zurndorfer joins Dan Sipe to explain how the IRS taxes federal government pensions for CSRS and FERS employees.