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FEDLIFE Podcast: Phased Retirement + How is FEGLI Taxed?

11/05/2021

In this episode, Dan Sipe and Ed Zurndorfer speak about everything federal employees need to know about phased retirement plans and taxation of employer-sponsored life insurance. As tax season is upon us, it is important to understand what is going on with your money.

FEDLIFE, ep. 61: Phased Retirement and the Taxation of Employer Sponsored Life Insurance Plans, including FEGLI



As a federal employee, it is critical that you understand all of the benefits that are available to you. Unfortunately, often it can be hard to find the right information that pertains to you and your particular situation. 

In this episode, Dan Sipe and Ed Zurndorfer speak about everything federal employees need to know about phased retirement plans and taxation of employer-sponsored life insurance. As tax season is upon us, it is important to understand what is going on with your money. 

Dan and Ed discuss:

  • Recent changes in demand for government jobs and what that means for exiting and recently retired Feds 
  • What happens to annuities as a phased retiree 
  • Two general components to FEGLI, basic life and optional coverages
  • What tax ramifications might look like 
  • And more 

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How is FEGLI Taxed?

How is FEGLI Taxed?

PODCASTS

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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FED15 Podcast

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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