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Monthly Archives: April 2022

Federal Benefits Quiz – April 2022

04/14/2022
This month’s quiz is about the upcoming TSP blackout period, Roth IRAs, and FERS retirement. [ays_quiz id=”3″] Federal Benefits

Options for Feds Unable to Pay the 2021 Federal Income Tax Balance Due

04/13/2022
Options for Employees and Retirees Unable to Pay the 2021 Federal Income Tax Balance Due Edward A. Zurndorfer The 2021 federal income tax filing deadline is less than one week away on April 18, 2022. While most federal employees and ... Read More

FERS Supplement: What It Is and Who Is Eligible

04/12/2022
Designed to supplement Social Security benefits until age 62, the FERS Supplement helps some feds retire earlier. But it is subject to the earnings test, limiting how much income it can add to your retirement. Have more questions about the ... Read More

Fed Life Cycle: Early Career

04/11/2022
Seven tips (plus one bonus suggestion) for Feds in their early career. It’s never too early to start planning for retirement. Jennifer Meyer, CFP© Complimentary Webinars: Schedule Here Federal employees often come to the government with little understanding of the ... Read More

FEDLIFE Podcast: How Federal Retirement Benefits Are Taxed

04/08/2022
In this episode, Dan Sipe and Ed Zurndorfer discuss everything federal employees need to know regarding tax benefits to ensure that you’re not leaving any money on the table.  FEDLIFE, Episode 70: How Federal Retirement Benefits Are Taxed Whether you ... Read More

TSP Transition Period: Access to TSP Accounts Will Be Down for Weeks

04/07/2022
Starting May 16th, TSP online tools and access will start shutting off as switch is made to more modern system. Sign Up for Our No-Obligation TSP Webinar, Hosted by Ed Zurndorfer: Click Here to Register The Thrift Savings Plan (TSP) ... Read More

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

04/06/2022
This is the sixth in a series of FEDZONE columns discussing how federal retirement benefits are taxed by the IRS. This column discusses the federal income tax consequences of transferring or rolling over a traditional TSP and a Roth TSP ... Read More

Thrift Savings Plan Monthly Recap: March 2022

04/05/2022
Except for the I and F funds, the other TSP core funds saw small gains in March, but all of the funds except G have negative returns for year-to-date. Jennifer Meyer, CFP© TSP Webinar March brought TSP participants some relief ... Read More

DOL Publishes Critique of TSP Regarding Climate Change Investments

04/04/2022
The Department of Labor (DOL) wants to address climate change in Thrift Savings Plan (TSP) Core funds- but relationship between the governmental entities is ambiguous Have questions about your TSP? Sign up for a no-obligation webinar Click Here to Register ... Read More