The 8 Most Important Questions Federal Employees Need to Ask Before Preparing Their 2021 Federal Tax Returns Edward A. Zurndorfer As federal employees organize their 2021 tax documents and tax-related information in order to prepare their 2021 federal income tax ... Read More

In this episode, Dan Sipe and Ed Zurndorfer talk about the 10 things that feds should know going into 2022 regarding your TSP, insurance, W2, and taxes. FEDLIFE Ep. 66: Top 10 Things Feds Need to Know in 2022 As ... Read More

Happy FED-uary! This is our month to celebrate our amazing federal employees- thank you for all you do! Jennifer Meyer, CFP© UPCOMING FINANCIAL PLANNING WEBINAR: REGISTER HERE At Serving Those Who Serve, we meet thousands of federal employees to review ... 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

Put too much in your IRA last year? Ed goes over what remedies are available to federal employees. Edward A. Zurndorfer For the year 2021, all federal employees are eligible to contribute a maximum $6,000 to an Individual Retirement Arrangement ... Read More

Understanding CSRS Voluntary Contributions – Part II << PART ONE Edward A. Zurndorfer– This second of four columns discussing the CSRS Voluntary Contribution Program (VCP) examines withdrawal options from a VCP account. The first column discussed which CSRS and CSRS ... Read More

Eligible Employees Should Consider the CSRS Voluntary Contribution Program (VCP)- Part II << PART ONE Edward A. Zurndorfer– This second of four columns discussing the CSRS Voluntary Contribution Program (VCP) examines withdrawal options from a VCP account. The first column ... 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

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

In this episode, Dan Sipe and Ed Zurndorfer talk about how you can make the most of your charitable donations, and not only give more to the charities you love but be able to receive some additional tax relief when ... Read More