The SECURE Act 2.0 is shaking up the world of college savings and retirement planning.  FedLife Podcast (Ep. 92): From College to Retirement: How the SECURE Act 2.0 Can Help You Save Smarter The SECURE Act 2.0 is shaking up ... Read More

Take our latest weekly quiz and then share with your federal friends and family. Try These Quizzes Next! Quiz #45 Quiz #44 Quiz #43 [ays_quiz id=”46″] FedLife Podcast: Taxation of TSP withdrawals with Ed Zurndorfer Weekly Quiz for Feds #46

Planning for retirement can be overwhelming, especially when dealing with legal changes. But fear not. In this riveting episode, Ed Zurndorfer and Dan Sipe delve into the SECURE Act 2.0 and its impact on Roth TSP participants. FedLife Podcast (Ep. ... Read More

Six estate planning tips for federal employees, including wills, POAs, and more… Edward A. Zurndorfer Over the last three years, the COVID-19 pandemic has highlighted the importance for all individuals – young, middle aged and retired – to address their ... Read More

SECURE Act 2.0 Eliminates RMDs on Roth Retirement Plans: What Does It Mean to Roth TSP Participants? Edward A. Zurndorfer- If an individual owns a traditional IRA and has reached his or her required beginning date (RBD), he or she ... Read More

A guide written last year about federal employees, retirement planning, and working with a financial advisor. As stated in our “About” Section (here) – our mission at Serving Those Who Serve is to Reach, Teach, and Serve Federal Employees. For ... Read More

Is There Any Downside Resulting from the Decrease of Medicare Part B Premiums During 2023? Edward A. Zurndorfer For the year 2023, Social Security recipients received an historic 8.7 percent cost-of-living adjustment (COLA), the highest in 40 years. Meanwhile, Medicare ... Read More

The SECURE Act 2.0 made a lot changes that could impact your financial strategy, including being able to rollover unused 529 money into a Roth IRA. Edward A. Zurndorfer Over the last 30 to 40 years, 529 college savings plans ... Read More

In December 2022, Congress passed the SECURE Act 2.0, which might modify retirement plans like 401(k)s, IRAs, and Thrift Savings Plan (TSP).  FedLife Podcast (ep. 90): What You Need to Know About SECURE Act 2.0 In this episode, Ed Zurndorfer ... Read More

Now Is a Good Time for Employees to Make Their 2022 IRA Contributions If They Have Not Already Done So Ed Zurndorfer – An individual retirement arrangement (IRA) provides a tax-beneficial way in which an individual can set aside additional ... Read More