< Part II Information about Spousal Survivor Benefits Upon the Death of a CSRS/CSRS-Offset Annuitant Edward A. Zurndorfer– For annuitants who were covered by the Civil Service Retirement System (CSRS) including CSRS Offset annuitants, there are surviving annuity benefits that ... Read More

For Those FERS Employees Who Have Reached MRA and Want to Retire Earlier, “MRA +10” Retirement May Be an Option by Ed Zurndorfer “MRA+10” Retirement May Be an Option The 2019 partial federal government shutdown has prompted many employees to ... Read More

Dan Sipe and Ed Zurndorfer go into depth about everything a federal employee needs to know about preparing for retirement, spousal survivor benefits and more. FedLife Podcast, episode 51. Everything You Thought You Knew About Federal Pensions  Preparing for retirement ... Read More

From Ed Zurndorfer – For Employees Who Want to Leave Federal Service, Deferred Retirement May Perhaps Be an Option The recent partial Federal government shutdown has prompted many employees to consider retiring from federal service earlier than planned. The frustration ... Read More

What Every Individual Needs in Their Estate Plan Part II: Planning Post-Mortem < Part I: Incapacity What has happened over the past 15 months in the United States and throughout the world as a result of the COVID 19 pandemic ... Read More

What Every Individual Needs in their Estate Plan, Part I: Planning for Incapacity Edward A. Zurndorfer What has happened over the past 15 months in the United States and throughout the world as a result of the COVID 19 pandemic ... Read More

In this episode, Dan Sipe and Ed Zurndorfer help feds navigate through this new stimulus payment’s eligibility criteria. They also discuss ways to adjust your annual gross income (AGI) for 2021 to improve your chances of qualifying for the full ... Read More

Iron Mountain is a Limestone mine in PA now used to process retirement paperwork for Federal Employees As of the end of April, the OPM retirement backlog was at 25,386, which is down 7.2% from the previous month’s ending inventory ... Read More

In this episode, Dan Sipe and Ed Zurndorfer address the most common tax filing complications that feds are facing this year due to various new rules and regulations passed as a result of COVID-19. They also dive into the details ... Read More

When is the best time to retire from the Federal Government’s workforce? On Dec. 31st, probably. It is relatively easier for a CSRS employee to pick their retirement date than a FERS one, but CSRS workers are now less than ... Read More