We conclude our celebration of FED-uary with an article on how to tell if your financial advisor is a good fit for your financial situation. Jennifer Meyer, CFP© Financial Planning Webinar It is the final week Fed-uary! We are so ... Read More

Learn about “excess deferrals” for those who contributed to both a TSP account and another qualified retirement account last year. Edward A. Zurndorfer Almost all federal employees participate and contribute to the Thrift Savings Plan (TSP). In addition to the ... Read More

CSRS VCP: Voluntary Contribution Program – Part IV of IV by Ed Zurndorfer << PART THREE Edward Zurndorfer- This last of four columns discussing the CSRS Voluntary Contribution Program (VCP) examines how the VCP annuity is taxed. As discussed in ... Read More

CSRS VCP: Voluntary Contribution Program – Part III << PART TWO Edward A. Zurndorfer This third of four columns discussing the CSRS Voluntary Contribution Program (VCP) examines death and survivor benefits associated with a VCP account. As discussed in the ... Read More

Ed explains how New IRS Life Expectancy Tables Reflecting Longer Life Expectancies, which took Effect Jan. 1, 2022, will help you keep more money in retirement accounts. Ed Zurndorfer- In late 2020, the IRS issued final regulations with respect to ... Read More

Start 2022 Off Right- What Feds should do now to set yourself up for financial success in 2022 and Beyond Jennifer Meyer, CFP© Financial Planning Webinar I am often asked, “what else should I be doing to make sure I ... Read More

Dan Sipe and Ed Zurndorfer finish the year highlighting some important topics surrounding Dependent Care FSAs, different types of taxable and non-taxable conversions, and more information to help you end your year financially stable. FEDLIFE PODCAST: Ep. 65: Understanding How ... Read More

We celebrate the end of the year with our Top 5 “Most-Listened-To” Podcasts in 2021 Complimentary Webinars 5. Episode 12: The Scoop on the Roth TSP Click Here to Listen The Roth option in Thrift Savings Plans (TSP) is arguably ... Read More

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