Understanding How Federal Employee Retirement Benefits Are Taxed by the IRS – both FERS and CSRS (Part 1) Edward A. Zurndorfer Upon retiring from federal service, a federal employee will be the recipient of three distinct types of retirement income ... Read More

We conclude our celebration of FED-uary with an article on how to tell if your financial advisor is a good fit for your financial situation. Jennifer Meyer, CFP© Financial Planning Webinar It is the final week Fed-uary! We are so ... Read More

Happy Valentine’s Day, Feds! We continue celebrating FED-uary with a checklist to help choose a financial advisor. Jennifer Meyer, CFP© UPCOMING FINANCIAL PLANNING WEBINAR: REGISTER HERE This is the third in my Fed-uary series on working with financial advisors. Following ... Read More

Ed explains what CSRS Offset is, and the rules for survivor benefits and social security. Edward A. Zurndorfer– CSRS Offset is one of the more misunderstood types of federal retirement systems covering federal employees. Although there are not that many ... Read More

The FAIR Act was introduced on Capitol Hill, giving the first indication to feds for what next year’s raise will be. Also, the president raised the minimum wage for federal employees to $15/hr.  Learn about FERS retirement and more by ... Read More

CSRS VCP: Voluntary Contribution Program – Part IV of IV by Ed Zurndorfer << PART THREE Edward Zurndorfer- This last of four columns discussing the CSRS Voluntary Contribution Program (VCP) examines how the VCP annuity is taxed. As discussed in ... Read More

CSRS VCP: Voluntary Contribution Program – Part III << PART TWO Edward A. Zurndorfer This third of four columns discussing the CSRS Voluntary Contribution Program (VCP) examines death and survivor benefits associated with a VCP account. As discussed in the ... Read More

Understanding CSRS Voluntary Contributions – Part II << PART ONE Edward A. Zurndorfer– This second of four columns discussing the CSRS Voluntary Contribution Program (VCP) examines withdrawal options from a VCP account. The first column discussed which CSRS and CSRS ... Read More

Eligible Employees Should Consider the CSRS Voluntary Contribution Program (VCP)- Part II << PART ONE Edward A. Zurndorfer– This second of four columns discussing the CSRS Voluntary Contribution Program (VCP) examines withdrawal options from a VCP account. The first column ... Read More

Eligible Employees Should Consider the CSRS Voluntary Contribution Program (VCP)- Part I Edward A. Zurndorfer Employees covered by the Civil Service Retirement System (CSRS) – including employees covered by CSRS Offset – have an opportunity to make additional contributions to ... Read More