In this episode, Dan Sipe and Ed Zurndorfer help you do so by digging into various rules and regulations that might affect your capital gains taxes. FEDLIFE Podcast (ep. 46): Sold Your Home in 2020? Here Are the Tax Consequences ... Read More

Ed goes through the complete process that he recently followed while claiming his own Social Security benefits. FEDLIFE Podcast (ep. 45) – Ed Zurndorfer’s Personal Guide To Claiming Social Security – Special Episode In this special episode, Dan Sipe and ... Read More

Dan Sipe and Ed Zurndorfer explore the five different types of tax filing statuses and discuss how they vary significantly based on the tax rates. They also talk about a common source of income for most people – capital gains ... Read More

STWS Advisor Jennifer Meyer provides her monthly update on what has been impacting the underlying investments in the Thrift Savings Plan’s funds. Jennifer Meyer, CFP© No-Cost TSP Webinar The transition from January to February brought continued focus on the efforts ... Read More

This is the first of two FEDZONE columns discussing the tax consequences of selling one’s personal residence. Edward A. Zurndorfer Although the COVID-19 pandemic wreaked havoc on many parts of the U.S. economy during 2020, one part of the U.S. ... Read More

Ed Zurndorfer explains the tax reporting rules of capital gains and losses related to investment assets Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. ... Read More

In this episode, Dan Sipe and Ed Zurndorfer provide valuable insights into how the Consolidated Appropriations Act of 2020 affects your tax situation and Social Security benefits. They also discuss what the Earnings Test is all about, and its implications ... Read More

This column discusses under what conditions a dependent child has to file a 2020 federal income tax return and when a child’s income is taxed. Edward A. Zurndorfer Many employees have dependent children who received income during 2020. For example, ... Read More

Determining One’s Filling Status is the First Step in the Preparation of the 2020 Federal Tax Return Edward A. Zurndorfer With the official start of the 2021 tax season about a week away on February 12, 2021, many federal employees ... Read More

In this episode, Dan Sipe and Ed Zurndorfer are back with multiple strategies to help feds optimize their tax situation, and achieve the maximum benefits on their Social Security. FEDLIFE PODCAST: Episode 42: Maximize Social Security Like and Subscribe on ... Read More