The SECURE Act 2.0 made changes to catch-up contribution for the TSP and also early withdrawal rules for public safety workers. UPCOMING TSP WEBINAR FedLife Podcast (ep. 102): Recent Changes to TSP Rules Resulting from SECURE Act 2.0 TSP changes ... Read More

This episode is about the rules, application process, and calculations involved with a disability retirement for federal employees under both FERS and CSRS. COMPLIMENTARY FERS WEBINAR FedLife Podcast (ep. 101): Disability Retirement from the US Federal Government We’re excited about ... Read More

What federal employees need to know about estate planning, and why it’s important. Welcome to part ten of our series of “listicles.” We’ll be going over 5 key points to remember for several areas of retirement planning and employee benefits ... Read More

What federal employees need to know about what happens to their benefits after death. Welcome to part nine of our series of “listicles.” We’ll be going over 5 key points to remember for several areas of retirement planning and employee ... Read More

Understanding the New RMD Rules for Inherited IRAs: Your Essential Guide – Part II UPCOMING TAXES WEBINAR FEDLIFE Podcast (Ep. 100): Understanding the New RMD Rules for Inherited IRAs: Your Essential Guide – Part I In the first part of ... Read More

Understanding the New RMD Rules for Inherited IRAs: Your Essential Guide – Part I UPCOMING TAXES WEBINAR The FedLife Podcast (Ep. 99): Understanding the New RMD Rules for Inherited IRAs: Your Essential Guide – Part I In celebration of episode ... Read More

Are you aware of the milestones and benefits as you plan for retirement? It’s time to unlock the secrets and make the most of your federal employee benefits. FINANCIAL PLANNING WEBINAR FedLife Podcast: Age and Service Milestones for Federal Employees ... Read More

Listen in and learn the strategies you need to take proactive steps to secure your financial well-being during your service and retirement. FINANCIAL PLANNING WEBINAR FedLife Podcast: Age and Service Milestones for Federal Employees (prt. 1) Federal employees reach stages ... Read More

In this informative episode, Ed Zurndorfer shares step-by-step guidance for individuals aged 59.5 or older looking to transfer their TSP account into a Roth IRA account. UPCOMING TSP WEBINAR FEDLIFE Podcast (Ep. 96) – Transferring A Traditional TSP To A Roth ... Read More

In this week’s episode, Ed Zurndorfer guides you through the complexities of these differences while detailing the nuances of TSP contributions, from withdrawals to maximizing your potential tax savings. UPCOMING TAXES WEBINAR FEDLIFE Podcast (Ep. 95): Here’s How New Jersey ... Read More