In this episode, Dan Sipe speaks with Ed Zurndorfer to discuss everything federal employees need to know when going to file taxes this year to ensure that you’re getting the most out of your return.
There is a new addition to the Thrift Savings Plan called the mutual fund window that gives federal retirement plan participants the option of buying shares outside of their plan’s funds. But how will this impact your taxes when you go to file? What else should you be considering when filing taxes as a federal employee this year?
In this episode, Dan Sipe speaks with Ed Zurndorfer to discuss everything federal employees need to know when going to file taxes this year to ensure that you’re getting the most out of your return.
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.
