We celebrate the end of the year with our Top 5 “Most-Read” FEDZONE Articles in 2021 Complimentary Webinars 5. The Social Security Offset Click Here to Read Learn about the Government Pension Offset (GPO), which applies to CSRS employees and ... Read More

We celebrate the end of the year with our Top 5 “Most-Read” Articles, written by STWS Advisor Jennifer Meyer, in 2021 Complimentary Webinars 5. Top 5 Steps to Take Now for a Brighter Financial Future Click Here to Read A ... Read More

We celebrate the New Year with our Top 5 “Most-Read” Blogs by ‘Benefits Ben’ in 2021 Complimentary Webinars 5. FERS Retirement Choices Click Here to Read Learn about the many options for FERS employees when it comes to claiming retirement ... Read More

In this episode, Dan Sipe and Ed Zurndorfer talk about how you can make the most of your charitable donations, and not only give more to the charities you love but be able to receive some additional tax relief when ... Read More

Learn About New Tax Rules for 2021 That Provide Extra Tax Savings Opportunities for Charitable Giving Edward A. Zurndorfer December 31, 2021 is the last day for individuals to make tax-deductible contributions for the year 2021. During the COVID-19 pandemic, ... Read More

Effective in 2022, RMDs from retirement accounts will be calculated with new life expectancy factors, making required distributions slightly less than they would’ve been with the old factors. Complimentary Webinars: Register Here Updated Life Expectancy Factors For the first time ... Read More

Find Out What Happens When the Social Security Administration Overpays a Social Security Beneficiary SOCIAL SECURITY WEBINAR Edward A. Zurndorfer– The Social Security Administration (SSA) sends a “legally defined overpayment” (LDO) letter to Social Security beneficiaries who the SSA believes ... Read More

The F-fund is the only bond fund in the Thrift Savings Plan (TSP), although the G-fund’s performance is tied to US treasury bonds. Learn how the F-fund works to protect your retirement savings. Complimentary TSP Webinar: REGISTER HERE The F-fund ... Read More

Ed breaks down for whom this month may be the best time to perform a Roth Conversion in their Individual retirement account. Edward A. Zurndorfer– Conversions of traditional IRAs to Roth IRAs can be performed at any time. Federal employees ... Read More

As you begin to approach retirement, it can be difficult to navigate the steps towards this massive change while keeping your federal employee health insurance intact. However, it’s actually not too difficult, and if you follow the five-year-rule, you can ... Read More