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A Guide for Federal Employees Regarding Social Security Survivor Benefits

04/21/2022
Edward Zurndorfer provides a guide for Federal Employees regarding social security survivor benefits Edward A. Zurndorfer Most federal employees have been paying into the Social Security system via payroll deduction for most of their working careers. This includes for most ... Read More

FedLife Podcast: Tax Withdrawals Before Retiring from Federal Service

04/20/2022
In this episode, Dan Sipe and Ed Zurndorfer discuss everything federal employees need to know regarding tax withdrawals to ensure you’re not leaving any money on the table.   FEDLIFE ep. 71: Understanding Tax Withdrawals Before Retiring from Federal Service Whether ... Read More

House Passes Bill – Dubbed “SECURE Act 2.0”

04/19/2022
The bill would make saving for retirement a little easier, for feds and those in the private sector. Complimentary Webinars: REGISTER HERE             Introduced to Congress by Massachusetts Representative Richard Neal, the “Securing a Strong ... Read More

Federal Benefits Quiz – April 2022

04/14/2022
This month’s quiz is about the upcoming TSP blackout period, Roth IRAs, and FERS retirement. [ays_quiz id=”3″] Federal Benefits

Options for Feds Unable to Pay the 2021 Federal Income Tax Balance Due

04/13/2022
Options for Employees and Retirees Unable to Pay the 2021 Federal Income Tax Balance Due Edward A. Zurndorfer The 2021 federal income tax filing deadline is less than one week away on April 18, 2022. While most federal employees and ... Read More

FERS Supplement: What It Is and Who Is Eligible

04/12/2022
Designed to supplement Social Security benefits until age 62, the FERS Supplement helps some feds retire earlier. But it is subject to the earnings test, limiting how much income it can add to your retirement. Have more questions about the ... Read More

Fed Life Cycle: Early Career

04/11/2022
Seven tips (plus one bonus suggestion) for Feds in their early career. It’s never too early to start planning for retirement. Jennifer Meyer, CFP© Complimentary Webinars: Schedule Here Federal employees often come to the government with little understanding of the ... Read More

FEDLIFE Podcast: How Federal Retirement Benefits Are Taxed

04/08/2022
In this episode, Dan Sipe and Ed Zurndorfer discuss everything federal employees need to know regarding tax benefits to ensure that you’re not leaving any money on the table.  FEDLIFE, Episode 70: How Federal Retirement Benefits Are Taxed Whether you ... Read More

TSP Transition Period: Access to TSP Accounts Will Be Down for Weeks

04/07/2022
Starting May 16th, TSP online tools and access will start shutting off as switch is made to more modern system. Sign Up for Our No-Obligation TSP Webinar, Hosted by Ed Zurndorfer: Click Here to Register The Thrift Savings Plan (TSP) ... Read More

How Federal Employee Retirement Benefits Are Taxed by the IRS – Part VI

04/06/2022
This is the sixth in a series of FEDZONE columns discussing how federal retirement benefits are taxed by the IRS. This column discusses the federal income tax consequences of transferring or rolling over a traditional TSP and a Roth TSP ... Read More