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Monthly Archives: February 2022

Highest Paid Federal Employee

02/28/2022
There are more than 70 feds who make more money than the President, and they all have the same job title. Complimentary Webinars: REGISTER HERE             Dr. Fauci Dr. Anthony Fauci, who garnered fame during ... Read More

Injunction Halting Federal Vaccine Mandate Upheld

02/24/2022
A federal judge in Texas has issued an injunction against the Biden’s Administration vaccine mandate, halting all related suspensions and terminations. Complimentary Webinars: REGISTER HERE     An Executive Order, signed by the president in September, created a mandate for ... Read More

How Federal Employee Retirement Benefits Are Taxed by the IRS – Part I

02/23/2022
Understanding How Federal Employee Retirement Benefits Are Taxed by the IRS – both FERS and CSRS (Part 1) Edward A. Zurndorfer Upon retiring from federal service, a federal employee will be the recipient of three distinct types of retirement income ... Read More

What Makes a Financial Advisor Great?

02/22/2022
We conclude our celebration of FED-uary with an article on how to tell if your financial advisor is a good fit for your financial situation. Jennifer Meyer, CFP© Financial Planning Webinar It is the final week Fed-uary! We are so ... Read More

FED-UARY QUIZ: FEDERAL BENEFITS

02/17/2022
Test your knowledge about federal benefits with a quick 3-question quiz to celebrate FED-UARY [ays_quiz id=”1″] **Written by Benjamin Derge, Financial Planner, ChFEBC℠ The information has been obtained from sources considered reliable but we do not guarantee that the foregoing ... Read More

Thrift Savings Plan to Offer a “Mutual Fund Window” Starting in Summer 2022

02/16/2022
Overview of the upcoming mutual fund window, a self-directed brokerage account, that is set to become available in a few months. Edward A. Zurndorfer– The Federal Retirement Thrift Investment Board (FRTIB) recently announced some major changes coming to the Thrift ... Read More

Why Now Is the Time to Think about 2022 Performance Reviews

02/15/2022
From the Coach’s Corner by Executive Coach Robert Oberleitner- learn why it’s never too early to prep for your upcoming performance review. by Bob Oberleitner contact the coach [email protected]  Federal Retirement Webinars With the fiscal 2021 rating cycle only recently ... Read More

Checklist for Federal Employees: Choosing a Financial Advisor

02/14/2022
Happy Valentine’s Day, Feds! We continue celebrating FED-uary with a checklist to help choose a financial advisor. Jennifer Meyer, CFP© UPCOMING FINANCIAL PLANNING WEBINAR: REGISTER HERE This is the third in my Fed-uary series on working with financial advisors. Following ... Read More

FEDLIFE Podcast: New IRS Life Expectancy Tables

02/11/2022
In this episode, Dan Sipe and Ed Zurndorfer talk about how the RMDs for IRAs, 401ks, TSPs, and more will now have lower required payments. FedLife Podcast 67: Saving Money With The Updated IRS Life Expectancy Tables The IRS has ... Read More

Understanding CSRS Offset Benefits and Rules Including Survivor Benefits

02/10/2022
Ed explains what CSRS Offset is, and the rules for survivor benefits and social security. Edward A. Zurndorfer– CSRS Offset is one of the more misunderstood types of federal retirement systems covering federal employees. Although there are not that many ... Read More