This is the sixth in a series of FEDZONE columns discussing how federal retirement benefits are taxed by the IRS. This column discusses the federal income tax consequences of transferring or rolling over a traditional TSP and a Roth TSP ... Read More

This column discusses the federal income tax consequences of making withdrawals from a TSP participant’s traditional TSP account and/or from a TSP participant’s Roth TSP account. < PART FOUR Edward A. Zurndorfer This is the fifth in a series of ... Read More

Going over the complicated 5-year Rule for Roth Individual Retirement Accounts.           Financial Planning Webinar When you contribute to a Roth IRA, it is done with dollars that have already been subject to taxation, so for ... Read More

Test your knowledge about federal benefits with a quick 3-question quiz about the TSP, taxes, and military service. [ays_quiz id=”2″] Federal Benefits Quiz 2

This is the fourth in a series of FEDZONE columns discussing how federal employee retirement benefits are taxed by the IRS. This column discusses how Social Security disability and retirement benefits are taxed. < PART THREE This is the fourth ... Read More

Understanding How Federal Employee Retirement Benefits are Taxed by the IRS – Part III- This column discusses the taxation of survivor benefits received by designated beneficiaries of deceased federal employees and retirees. < PART TWO Edward A. Zurndorfer This is ... Read More

In this episode, Dan Sipe speaks with Ed Zurndorfer to discuss everything federal employees need to know when going to file taxes this year to ensure that you’re getting the most out of your return.  FEDLIFE Podcast, Episode 69: The ... Read More

Understanding How Federal Employee Retirement Benefits Are Taxed by the IRS – Part II of a series of FEDZONE columns discussing how federal employee retirement benefits are taxed by the IRS < PART ONE This is the second of a ... Read More

Understanding How Federal Employee Retirement Benefits Are Taxed by the IRS – both FERS and CSRS (Part 1) Edward A. Zurndorfer Upon retiring from federal service, a federal employee will be the recipient of three distinct types of retirement income ... Read More

In this episode, Dan Sipe and Ed Zurndorfer talk about how the RMDs for IRAs, 401ks, TSPs, and more will now have lower required payments. FedLife Podcast 67: Saving Money With The Updated IRS Life Expectancy Tables The IRS has ... Read More