Now Is a Good Time for Employees to Make Their 2022 IRA Contributions If They Have Not Already Done So Ed Zurndorfer – An individual retirement arrangement (IRA) provides a tax-beneficial way in which an individual can set aside additional ... Read More

SECURE Act 2.0 Passage Allows for Enhanced Retirement Savings: Increase in RMD Age from 72 to 73 Effective 1/1/2023 and Then to Age 75 Effective 1/1/2033. Edward A. Zurndorfer SECURE Act 2.0 measure, past into law on December 30,2022 as ... Read More

Using Roth IRA Conversions, QCDs and Asset Allocation to Reduce Medicare Part B IRMAA Thresholds. Edward A. Zurndorfer A recent FEDZONE column discussed how Medicare Part B beneficiaries can be subject to Income-Related Monthly Adjustment Amounts (IRMAA) during a particular ... Read More

Now is the time for federal employees to make some year-end tax moves to reduce their 2022 federal and state income liabilities. FEDLIFE Podcast, ep. 86: Seven Tax Planning Suggestions For 2022 Year-End Now is the time for federal employees ... Read More

What is A Health Savings Account (HSA)? And How Can Federal Employees Can Benefit by Owning An HSA? Edward A. Zurndorfer Health Savings Accounts (HSAs) have been available to federal employees and retirees since 2004. The idea behind the creation ... Read More

Take this week’s quiz on FFS FEHB plans, tax tips from Ed Zurndorfer, and USPS news! UPCOMING TAXES WEBINAR [ays_quiz id=”32″] Quiz for Federal Employees

Here are seven great tips for tax planning as 2022 wraps up Edward A. Zurndorfer There is less than two months remaining in 2022. Now is the time for federal employees to make some year-end tax moves in order to ... Read More

Social Security Administration and the Internal Revenue Service Announce Benefit and Contribution Limits for 2023 Edward A. Zurndorfer This column summarizes the 2023 Social Security changes recently enacted by the Social Security Administration (SSA) and the 2023 inflation-adjusted IRA and ... Read More

This week’s quiz is all about retirement, how states tax benefits, and the upcoming COLA UPCOMING TAXES WEBINAR [ays_quiz id=”29″] Federal Employee Retirement Benefits Quiz

This week’s quiz covers FEHB, the CFC, and Excess Contributions FEHB & MEDICARE WEBINAR [ays_quiz id=”28″] Quiz for Federal Employees and Retirees