In this episode, Ed Zurndorfer joins Dan Sipe to explain how the IRS taxes federal government pensions for CSRS and FERS employees.  UPCOMING TAXES WEBINAR FedLife Podcast (Ep. 94): How the IRS Taxes FERS and CSRS Annuities When employees retire, ... Read More

In this episode, Ed Zurndorfer details the critical components of estate planning while emphasizing the importance of having comprehensive estate plans. ESTATE PLANNING WEBINAR FedLife Podcast (Ep. 93): Protect Your Legacy with Estate Planning The pandemic proved that everyone should ... Read More

This week’s quiz is on the TSP, taxing Survivor benefits, and next year’s pay raise for federal workers. Take Our Other Quizzes:  Quiz #48 Quiz #47 Quiz #46 [ays_quiz id=”49″] You Might Also Enjoy This Podcast: FEDLIFE Podcast: Ins and ... Read More

With No Inflation Adjustments in 40 years, More Social Security Beneficiaries Are Paying Federal Income Tax on Their Benefits Edward A. Zurndorfer Before 1983, Social Security benefits (retirement, survivor and disability) were not taxed by the federal or any state ... Read More

STWS Advisor Jennifer Meyer dives deep into items 5 through 7 from her “10 MORE Easy Ways to Ruin a Federal Retirement” Series. Jennifer Meyer, CFP© Hello readers. Here is my next offering in my “10 MORE Easy Ways to Ruin ... Read More

The 48th weekly quiz focuses on recent TSP performance, taxation of FERS and CSRS, and budgetary talks in Congress. Take Our Other Quizzes: Quiz #47 Quiz #46 Quiz #45 [ays_quiz id=”48″] You Might Also Enjoy This Podcast: FedLife Podcast: Top ... Read More

How the IRS Taxes the Surviving Spouse Benefits of Deceased Federal Employees and Annuitants Ed Zurndorfer – Unfortunately, over the years there have been married federal employees who died while in federal service or after they have retired from federal ... Read More

Edward Zurndorfer discusses how a spouse and young children become eligible for a Social Security benefit based on the individual’s Social Security earnings record– A previous FEDZONE column discussed how an individual becomes eligible for a Social Security monthly retirement ... Read More

Our weekly quiz focuses on the current COLA outlook, designating beneficiaries for your federal benefits, and the anticipated Special Salary Rate on the horizon for IT workers. Try These Quizzes Next! Quiz #46 Quiz #45 Quiz #44 [ays_quiz id=”47″] FedLife ... Read More

Tax season is now in full swing. This article breaks down the federal taxation of federal government pensions – both FERS and CSRS. Edward A. Zurndorfer Both a CSRS/CSRS Offset and FERS employees make nondeductible contributions to their respective retirement ... Read More