Edward A. Zurndorfer- Every federal employee needs an estate plan. Some employees have been working in federal service for many years. They have young families or other relatives who depend on them but yet these employees have no formal estate ... Read More

Is it Tax Season Yet? – Part 2 with Ed Zurndorfer and Dan Sipe for the FEDLIFE Tax Season Special FedLife Podcast (ep. 31): Is It Tax Season Yet? (Tax Planning for Feds, part 2) The IRS recently published their ... Read More

Edward A. Zurndorfer– The Thrift Savings Plan (TSP) is an extremely important part of a federal employee’s retirement, especially employees covered by the Federal Employees Retirement System (FERS). Employees are therefore encouraged to evaluate their TSP accounts throughout their federal ... Read More

Edward A. Zurndorfer – There are federal employees who, at some point of their federal service, decided to leave federal service. At the time they separated, they elected to withdraw their retirement contributions to either the Civil Service Retirement System ... Read More

Edward A. Zurndorfer (FERS employees, click here) Those federal employees who are covered by the Civil Service Retirement System (CSRS) are most likely eligible to retire. These employees were hired before Jan. 1, 1984, and most likely have more than ... Read More

STWS Advisor, Jen Meyer, explores why the 2021 COLA might be zero As the summer heat reaches its peak in August every year, speculation begins to heat up regarding what the annual Cost of Living Adjustment (COLA) federal annuitants will ... Read More

Edward A. Zurndorfer – Mid-career federal employees – those employees covered by the Federal Employees Retirement System (FERS) and who generally between 10 years and 20 years of federal service – are highly encouraged to perform what is called a ... Read More

Edward A. Zurndorfer– The IRS recently announce in Notice 2020-127 that any individual who previously took a required minimum distribution (RMD) at any time during 2020 from IRAs and qualified retirement accounts – this includes 401(k), 403(b) retirement plans and ... Read More

OPM announced they will restore annual paid leave to feds responding to the pandemic, and will make the process easier than usual. Annual leave is important for federal employees to keep an eye on, because for many new retirees, the ... Read More

Deferred Retirement for FERS & CSRS Federal Employees, Dan & Ed Discuss FedLife Podcast (ep. 27): Deferred Retirement Under FERS and CSRS A former federal employee is eligible for a Federal Employees Retirement System (FERS) or Civil Service Retirement System ... Read More