Important considerations when converting a Traditional IRA or TSP Account into a Roth IRA < PART I Ed Zurndorfer- With less than six months remaining in the year, federal employees and annuitants still have time to save on federal and ... Read More

How divorce can impact a Federal Employee’s benefits Complimentary Webinars: Register Here Everything is Negotiable That is the largest takeaway a Federal Employee should get when looking at the impact of a divorce on their Federal Benefits. From Survivor Benefits ... Read More

Even After the 2020 Federal Income Tax Filing Deadline, Millions Are Still Waiting for Refunds, by Ed Zurndorfer The 2020 federal income tax filing deadline of May 17, 2021 has just passed. But millions of individuals who filed their 2020 ... Read More

Understanding the Federal Employee Group Life Insurance Program, FEGLI (Part 2) by Edward A. Zurndorfer <UNDERSTANDING FEGLI Prt. I Complimentary Webinar, featuring Ed Zurndorfer Upon entering federal service as a full time or as a part-time permanent employee, an individual ... Read More

Understanding the Social Security Government Pension Offset and How It Affects CSRS Annuitants by Ed Zurndorfer Ed Zurndorfer- The previous FEDZONE column discussed the Social Security Windfall Elimination Provision (WEP) and how the WEP affects some federal government retirees. This ... Read More

Understanding the Social Security Windfall Elimination Provision and How It Affects Some Federal Retirees Edward A. Zurndorfer- Social Security retirement benefits have been paid to eligible individuals for about 80 years. The Social Security program, created during the Franklin Roosevelt ... Read More

STWS Advisor Jennifer Meyer’s TSP recap for the first three months of 2021. Jennifer Meyer, CFP© No-Cost TSP Webinar The country continues to emerge from the COVID-19 pandemic with vaccine rollout nationwide accelerating from February into March. The promise of ... Read More

When is the best time to retire from the Federal Government’s workforce? On Dec. 31st, probably. It is relatively easier for a CSRS employee to pick their retirement date than a FERS one, but CSRS workers are now less than ... Read More

A 2018 DOL audit of the TSP revealed the shaky balance of power behind the world’s biggest defined contribution plan No-Cost TSP Webinar If you go to the Thrift Savings Plan’s official website and search for information about the Federal ... Read More

This is the second FEDZONE column discussing the tax consequences of selling one’s personal residence. Read Part One Here. Edward A. Zurndorfer The previous FEDZONE column discussed the tax consequences of selling one’s primary personal residence at a net gain ... Read More