Dan Sipe and Ed Zurndorfer discuss everything you need to know about inheriting your loved ones’ IRA or TSP Account
You inherit your loved ones’ Individual Retirement Plan (IRA) or Thrift Savings Plan (TSP) because you’re named their beneficiary.
Did you know that there are multiple rules and regulations regarding money withdrawal from those accounts?
Trying to decide what time is the correct time to withdraw money from those accounts can be a daunting task.
Dan Sipe and Ed Zurndorfer discuss everything you need to know about inheriting your loved ones’ IRA or TSP, along with what the process entails to become an eligible designated beneficiary during this episode of FedLife Podcast.
Dan and Ed discuss:
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.
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.
