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The FedLife Podcast: Tax Season for Federal Employees and Retirees

08/03/2020

The FEDLIFE Podcast for Federal Employees is Hosted by Dan Sipe and Ed Zurndorfer, this week they are talking over taxes for Feds, and what is so different in 2020 compared to previous years.



FedLife Podcast (ep. 30): Tax Season for Federal Employees and Retirees

Tax filing deadlines aren’t just helpful suggestions — it’s important to meet deadlines in order to save you money now and in the future. In this episode, Dan Sipe and Ed Zurndorfer discuss taxes, the importance of meeting tax deadlines, mortgages and debt and how all of these impact federal employees. In this episode, you will learn:

  • ● Why you should you never ignore tax filing deadlines ●
  • The difference between traditional and Roth IRAs ●
  • The importance of the 8606 and 1099-R tax forms and how they can help you in retirement ●
  • The impact of itemized deductions on your overall tax returns ●
  • And more!

Tune in to learn the difference between separate and joint tax filing!


Tax Season for Federal Employees

Tax Season for Federal Employees and Retirees

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FEDLIFE Podcast

The FedLife Podcast is your in-depth, biweekly deep dive into the world of federal benefits and retirement planning. Hosted by federal benefits expert Ed Zurndorfer and Dan Sipe of Serving Those Who Serve, each 30-minute episode unpacks the complexities of FERS and CSRS retirement, FEHB and Medicare, survivor benefits, tax planning, and more. Designed for federal employees and retirees who want more than just the basics, FedLife goes beyond the headlines to explore the rules, nuances, and strategies that can make a meaningful difference in your retirement. Remember: it’s your Fed life, make it a great one.

 

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The Fed15 Podcast is your weekly 15(ish)-minute briefing on federal benefits and financial planning, built specifically for federal employees and retirees. Hosted by Dan Sipe and Katelyn Murray of Serving Those Who Serve, each episode delivers clear, actionable guidance on topics like FERS and CSRS retirement, TSP strategies, FEHB, survivor benefits, tax planning, and more! Whether you’re five years from retirement or already there, The Fed15 helps you cut through the noise, avoid costly mistakes, and make confident decisions about your federal benefits.

 

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