Three pieces of legislation have been introduced in the House. The topics include FERS participants, on-duty beath benefits, and temporary service. In this week’s roundup of recent news pertaining the federal workforce, we look at three pieces of recently introduced ... Read More

See what message from the STWS inbox had both Ed and Dan flabbergasted. This episode is all about the importance of beneficiaries – including contingent vs. successor. ESTATE PLANNING WEBINAR FedLife Podcast (ep. 105): Why You Should Fill Out Your ... Read More

Understanding the Difference Between a Contingent Beneficiary and a Successor Beneficiary   Federal employees are advised to name beneficiaries for their retirement accounts including their Thrift Savings Plan (TSP), and any qualified retirement plan accounts such as 401(k) plans that ... Read More

What federal employees need to know about estate planning, and why it’s important. Welcome to part ten of our series of “listicles.” We’ll be going over 5 key points to remember for several areas of retirement planning and employee benefits ... Read More

In this episode, Ed Zurndorfer details the critical components of estate planning while emphasizing the importance of having comprehensive estate plans. ESTATE PLANNING WEBINAR FedLife Podcast (Ep. 93): Protect Your Legacy with Estate Planning The pandemic proved that everyone should ... Read More

Six estate planning tips for federal employees, including wills, POAs, and more… Edward A. Zurndorfer Over the last three years, the COVID-19 pandemic has highlighted the importance for all individuals – young, middle aged and retired – to address their ... Read More

So, get ready to hear Dan Sipe and Ed Zurndorfer unpack ten moves federal employees and retirees need to know as they prepare and secure their finances this year. FedLife Podcast (ep. 89): Top Ten Financial Tips for Federal Employees ... Read More

Ten Moves Employees Should Consider Performing in 2023 in Order to Put Their Finances in Order Edward A. Zurndorfer– For most American households, the year 2022 was an economically challenging year in many ways. Among the reasons: (1) The highest ... Read More

Dan Sipe and Ed Zurndorfer discuss everything you need to know about inheriting your loved ones’ IRA or TSP Account FEDLIFE Podcast Ep.73: Inheriting an IRA or TSP Account You inherit your loved ones’ Individual Retirement Plan (IRA) or Thrift ... Read More

Unexpected tragedies happen in life without warning, and leave loved ones trying to pick up the pieces. That is why it is so important to have a laid out plan to help cover your assets, and make sure your accounts ... Read More