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FedLife Podcast: More on the SECURE Act 2.0 – From College to Retirement

03/07/2023
The SECURE Act 2.0 is shaking up the world of college savings and retirement planning.  FedLife Podcast (Ep. 92): From College to Retirement: How the SECURE Act 2.0 Can Help You Save Smarter The SECURE Act 2.0 is shaking up ... Read More

Weekly Quiz for Feds: TSP and Leave Questions

03/03/2023
Take our latest weekly quiz and then share with your federal friends and family. Try These Quizzes Next! Quiz #45 Quiz #44 Quiz #43 [ays_quiz id=”46″] FedLife Podcast: Taxation of TSP withdrawals with Ed Zurndorfer Weekly Quiz for Feds #46

FedLife Podcast: the SECURE Act 2.0 and the Future of the Roth TSP

03/01/2023
Planning for retirement can be overwhelming, especially when dealing with legal changes. But fear not. In this riveting episode, Ed Zurndorfer and Dan Sipe delve into the SECURE Act 2.0 and its impact on Roth TSP participants. FedLife Podcast (Ep. ... Read More

No More Required Minimum Distributions for Roth TSP Participants

02/15/2023
SECURE Act 2.0 Eliminates RMDs on Roth Retirement Plans: What Does It Mean to Roth TSP Participants? Edward A. Zurndorfer- If an individual owns a traditional IRA and has reached his or her required beginning date (RBD), he or she ... Read More

Weekly Quiz for Federal Employees: OPM, FEHB, and 529 Accounts

02/10/2023
Quiz #43 features questions about recent news for federal employees, including OPM news regarding a cyber workforce dashboard plus oversight of FEHB participation. Also, more from the SECURE Act 2.0 that can impact a fed’s financial plan. Try These Quizzes: ... Read More

Medicare Part B Premiums Decreased in 2023: Is There a Catch?

02/09/2023
Is There Any Downside Resulting from the Decrease of Medicare Part B Premiums During 2023? Edward A. Zurndorfer For the year 2023, Social Security recipients received an historic 8.7 percent cost-of-living adjustment (COLA), the highest in 40 years. Meanwhile, Medicare ... Read More

Quiz #42: News for US Government Employees

02/03/2023
Federal Government Employees – a quiz on the news that impacted your benefits and retirement at the end of January 2023. Try These Quizzes: Quiz 41 Quiz 40 Quiz 39 [ays_quiz id=”42″] News for US Government Employees

SECURE Act 2.0 Allows for Rollover of Unused 529 Plan Funds to a Roth IRA

02/02/2023
The SECURE Act 2.0 made a lot changes that could impact your financial strategy, including being able to rollover unused 529 money into a Roth IRA. Edward A. Zurndorfer Over the last 30 to 40 years, 529 college savings plans ... Read More

FedLife Podcast: What You Need to Know About SECURE Act 2.0

01/31/2023
In December 2022, Congress passed the SECURE Act 2.0, which might modify retirement plans like 401(k)s, IRAs, and Thrift Savings Plan (TSP).  FedLife Podcast (ep. 90): What You Need to Know About SECURE Act 2.0 In this episode, Ed Zurndorfer ... Read More

Weekly Quiz #41: Latest News for Federal Employees

01/27/2023
Get caught up on January’s news pertaining to the federal government and retirement benefits for its workforce. Try These Quizzes Next: Quiz 40 Quiz 39 Quiz 38 [ays_quiz id=”41″] January 2023 Quiz: News for Federal Employees