TSP Participants Over 59½ can make 4 in-service withdrawals per year, making at least one every 30 days. Read how this simple rule can quickly get complicated. Attend a Complimentary TSP Webinar, hosted by Ed Zurndorfer Click Here to Register ... Read More

About two months ago on February 23, 2022, the IRS released long-awaited regulations on required minimum distributions (RMDs) from inherited IRAs and workplace retirement plans, including the Thrift Savings Plan (TSP). Edward A. Zurndorfer About two months ago on February ... Read More

In this episode, Dan Sipe and Ed Zurndorfer discuss everything federal employees need to know regarding tax withdrawals to ensure you’re not leaving any money on the table.   FEDLIFE ep. 71: Understanding Tax Withdrawals Before Retiring from Federal Service Whether ... Read More

The bill would make saving for retirement a little easier, for feds and those in the private sector. Complimentary Webinars: REGISTER HERE             Introduced to Congress by Massachusetts Representative Richard Neal, the “Securing a Strong ... Read More

A bill re-introduced in Congress aims to offer more affordable short-term disability coverage to feds, but proposed law is not expected to pass. Complimentary Webinars: Click Here to Register Last month, Eleanor Norton, the representative in the House for Washington, ... Read More

This month’s quiz is about the upcoming TSP blackout period, Roth IRAs, and FERS retirement. [ays_quiz id=”3″] Federal Benefits

Designed to supplement Social Security benefits until age 62, the FERS Supplement helps some feds retire earlier. But it is subject to the earnings test, limiting how much income it can add to your retirement. Have more questions about the ... Read More

Seven tips (plus one bonus suggestion) for Feds in their early career. It’s never too early to start planning for retirement. Jennifer Meyer, CFP© Complimentary Webinars: Schedule Here Federal employees often come to the government with little understanding of the ... Read More

Starting May 16th, TSP online tools and access will start shutting off as switch is made to more modern system. Sign Up for Our No-Obligation TSP Webinar, Hosted by Ed Zurndorfer: Click Here to Register The Thrift Savings Plan (TSP) ... Read More

This is the sixth in a series of FEDZONE columns discussing how federal retirement benefits are taxed by the IRS. This column discusses the federal income tax consequences of transferring or rolling over a traditional TSP and a Roth TSP ... Read More