In this episode, Ed Zurndorfer joins Dan Sipe to explain how the IRS taxes federal government pensions for CSRS and FERS employees.  UPCOMING TAXES WEBINAR FedLife Podcast (Ep. 94): How the IRS Taxes FERS and CSRS Annuities When employees retire, ... Read More

The Federal Employee Retirement System – here’s a list of fast facts that you should keep in mind. Welcome to part one of a new series of “listicles.” We’ll be going over 5 key points to remember for several areas ... Read More

TSP Update for Month Ending March 2023- only the S fund sees negative month while I and C funds both grew over 7%! Jennifer Meyer, CFP© After a significant rise in January, and subsequent decline in February, March brought a ... Read More

While Completing Preparation of 2022 Income Tax Returns, Some Employees and Retirees May Have to Make Estimated Tax Payments During 2023. Edward A. Zurndorfer – Many federal employees and annuitants receive income during the year that is not subject to ... Read More

This week’s quiz focuses on TSP Withdrawals, Social Security benefits, and the NTEU. UPCOMING TSP WEBINAR [ays_quiz id=”51″] **Written by Benjamin Derge, Financial Planner, ChFEBC℠ The information has been obtained from sources considered reliable but we do not guarantee that ... Read More

New legislation has made Medicare part D enrollment more advantageous for some FEHB (Federal Employee Health Benefits) program participants – are you one of them? Last August, President Biden signed the Inflation Reduction Act into law. Part of the legislation ... Read More

Ed goes in-depth on how TSP withdrawals and rollovers are subject to taxation. Edward A. Zurndorfer- If TSP account owners have made traditional (non- Roth) contributions to their TSP account, they have not yet paid taxes on those contributions and ... Read More

This week’s quiz focuses on USPS health benefits, a woman who stole from FEGLI, and the recent Silicon Valley Bank collapse. FEHB & MEDICARE WEBINAR [ays_quiz id=”50″] **Written by Benjamin Derge, Financial Planner, ChFEBC℠ The information has been obtained from ... 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

After an 8.7% COLA for 2023, read the latest on inflation and interest rates – indicating a much lower adjustment next year. Over 70 million Americans receive either Social Security benefits or Supplemental Security Income (SSI) payments from the Social ... Read More