Dan Sipe and Ed Zurndorfer finish the year highlighting some important topics surrounding Dependent Care FSAs, different types of taxable and non-taxable conversions, and more information to help you end your year financially stable. FEDLIFE PODCAST: Ep. 65: Understanding How ... Read More

Learn About New Tax Rules for 2021 That Provide Extra Tax Savings Opportunities for Charitable Giving Edward A. Zurndorfer December 31, 2021 is the last day for individuals to make tax-deductible contributions for the year 2021. During the COVID-19 pandemic, ... Read More

Ed breaks down for whom this month may be the best time to perform a Roth Conversion in their Individual retirement account. Edward A. Zurndorfer– Conversions of traditional IRAs to Roth IRAs can be performed at any time. Federal employees ... Read More

As you begin to approach retirement, it can be difficult to navigate the steps towards this massive change while keeping your federal employee health insurance intact. However, it’s actually not too difficult, and if you follow the five-year-rule, you can ... Read More

Which Results in More Tax Savings: Dependent Care Flexible Spending Account (DCFSA) or the Child and Dependent Care Tax Credit? Edward A. Zurndorfer Many federal employees have young children and/or dependent adults for whom an employee must pay child and ... Read More

Reviewing a Former Spouse’s Eligibility for Federal Employees Health Benefits Program Under “Spouse Equity” Edward A. Zurndorfer– The Civil Service Retirement Spouse Equity Act of 1984 (“Spouse Equity Act”) was enacted on Nov. 8, 1984. Under this act as amended, ... Read More

It’s that time of the year again… it’s your federal benefits open season. This is the time you can finally enroll, make changes or cancel your FEHB, FEDVIP or FSAFEDS coverage. FEDLIFE PODCAST Ep.62: Everything You Need to Know This ... Read More

Reimbursement of Medicare B premiums is included in some Federal Employee Health Benefit (FEHB) plans. If you’re retired from the federal government, this can help lower your healthcare costs. At the age of 65, those who are retired from the ... Read More

Considering a High Deductible Health Plan this FEHB Open Season? Learn how an HSA can help with costs Edward A. Zurndorfer A Health Savings Account (HSA) is a tax-advantaged savings account created for individuals who have health insurance associated with ... Read More

Biden’s vaccine mandate is held up in Federal Court. Federal employees have until November 22nd to either request an exemption or to be fully vaccinated. January 4th is the deadline for Federal Contractors. Complimentary Webinars: REGISTER HERE The President signed ... Read More