Recently Passed Stimulus Act Results in a Third Stimulus Payment for Eligible Individuals Edward A. Zurndorfer The latest stimulus act signed into law recently in March 2021 by President Biden includes a new stimulus payment for 2021 and expanded tax-related ... Read More

STWS Advisor Jennifer Meyer’s TSP recap for the first three months of 2021. Jennifer Meyer, CFP© No-Cost TSP Webinar The country continues to emerge from the COVID-19 pandemic with vaccine rollout nationwide accelerating from February into March. The promise of ... Read More

When is the best time to retire from the Federal Government’s workforce? On Dec. 31st, probably. It is relatively easier for a CSRS employee to pick their retirement date than a FERS one, but CSRS workers are now less than ... Read More

Individuals who owe on their 2020 returns can postpone their payments until May 17 without penalties and interest, regardless of the amount owed. Edward A. Zurndorfer The Treasury Department and the Internal Revenue Service announced on March 17 that the ... Read More

A 2018 DOL audit of the TSP revealed the shaky balance of power behind the world’s biggest defined contribution plan No-Cost TSP Webinar If you go to the Thrift Savings Plan’s official website and search for information about the Federal ... Read More

Ed Zurndorfer explains coronavirus-related distribution income inclusion and repayment options Edward A. Zurndorfer – Although coronavirus-related distributions (CRDs) are no longer available as of Dec. 31, 2020, those employees and annuitants who took CRDs during 2020 now face a decision ... Read More

This column explains why what appears to be an incorrect 2020 Form 1099-R is in fact correct. Edward A. Zurndorfer Some federal employees and annuitants are reading this column now in early March, shortly after receiving their 2020 1099-R forms ... 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

As announced by the Federal Retirement Thrift Investment Board (FRTIB) in November 2020, an increased budget at TSP will mean higher expenses for accountholders. Complimentary TSP Webinar: REGISTER HERE For the Fiscal Year of 2020, the Thrift Savings Plan (TSP) ... Read More

STWS Advisor Jen Meyer provides her recap of the week. This edition includes COVID relief, the second impeachment of Trump, and more. Jennifer Meyer, CFP© News for the week ending February 12th continued to focus on the COVID pandemic and ... Read More