A 2018 DOL audit of the TSP revealed the shaky balance of power behind the world’s biggest defined contribution plan No-Cost TSP Webinar If you go to the Thrift Savings Plan’s official website and search for information about the Federal ... Read More

Ed goes through the complete process that he recently followed while claiming his own Social Security benefits. FEDLIFE Podcast (ep. 45) – Ed Zurndorfer’s Personal Guide To Claiming Social Security – Special Episode In this special episode, Dan Sipe and ... Read More

This column explains why what appears to be an incorrect 2020 Form 1099-R is in fact correct. Edward A. Zurndorfer Some federal employees and annuitants are reading this column now in early March, shortly after receiving their 2020 1099-R forms ... Read More

Dan Sipe and Ed Zurndorfer explore the five different types of tax filing statuses and discuss how they vary significantly based on the tax rates. They also talk about a common source of income for most people – capital gains ... Read More

STWS Advisor Jennifer Meyer provides her monthly update on what has been impacting the underlying investments in the Thrift Savings Plan’s funds. Jennifer Meyer, CFP© No-Cost TSP Webinar The transition from January to February brought continued focus on the efforts ... Read More

This is the second FEDZONE column discussing the tax consequences of selling one’s personal residence. Read Part One Here. Edward A. Zurndorfer The previous FEDZONE column discussed the tax consequences of selling one’s primary personal residence at a net gain ... Read More

As announced by the Federal Retirement Thrift Investment Board (FRTIB) in November 2020, an increased budget at TSP will mean higher expenses for accountholders. Complimentary TSP Webinar: REGISTER HERE For the Fiscal Year of 2020, the Thrift Savings Plan (TSP) ... Read More

This is the first of two FEDZONE columns discussing the tax consequences of selling one’s personal residence. Edward A. Zurndorfer Although the COVID-19 pandemic wreaked havoc on many parts of the U.S. economy during 2020, one part of the U.S. ... Read More

Exploring the history and aspects of the premium stabilization feature of the Federal Long Term Care Insurance Program The Federal Long-Term Care Insurance Plan (FLTCIP) is, among all things, the hardest abbreviation to pronounce in the realm of Federal benefits. ... Read More

Ed Zurndorfer explains the tax reporting rules of capital gains and losses related to investment assets Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. ... Read More