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FERS Annuity Supplement

05/19/2022
Explaining the Rules Regarding Eligibility For and Computation of the FERS Retiree Annuity Supplement Edward A. Zurndorfer The retiree annuity supplement is a retirement benefit paid to those employees covered by the Federal Employees Retirement System (FERS) who retire before ... Read More

Understanding FERS Calculation

05/12/2022
Understanding the Calculation of the FERS Basic Gross Annuity: 1.0 Percent Versus 1.1 Percent Versus 1.7 Percent Accrual Factor UPCOMING FERS WEBINAR Edward A. Zurndorfer The Federal Employees Retirement System (FERS) consists of three retirement income components for FERS employees ... Read More

Fed Life Cycle- Vested Mid-Career (VMC)

05/06/2022
What feds in the middle of their career, having between 5 and 15 years of service, should be thinking about regarding retirement planning. Jennifer Meyer, CFP© Complimentary Webinars: Register Here Oftentimes when I meet with Federal employees, I am asked, ... Read More

IRS Releases New SECURE Act Regulations that Affect RMDs – Part III

05/05/2022
IRS Releases New SECURE Act Regulations that Affect Required Minimum Distributions (RMDs) – Part III < PART II Edward A. Zurndorfer – On February23, 2022, the IRS released long-awaited regulations on required minimum distributions (RMDs) from IRAs and workplace retirement ... Read More

Federal Retirement Quiz

05/03/2022
Test your knowledge with a quiz on federal retirement! [ays_quiz id=”5″] Federal Retirement Quiz

IRS Releases New SECURE Act Regulations That Affect RMDs – Part II

04/29/2022
On February 23,2022, the IRS released long-awaited regulations on required minimum distributions (RMDs) from IRAs and workplace retirement plans including the Thrift Savings Plan (TSP) Complimentary Webinar, hosted by Ed Zurdorfer < Part I Edward A. Zurndorfer On February 23,2022, ... Read More

FedLife Podcast: Taxation of TSP withdrawals with Ed Zurndorfer

04/28/2022
In this episode, Dan Sipe and Ed Zurndorfer discuss everything you need to know about TSP withdrawals so you can make your money work for you.   FedLife ep. 72: Taxation of TSP Withdrawals Did you know that any withdrawal from ... 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

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