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IRS Urges Individuals to Prepare for Natural Disasters

09/14/2021
IRS Announces Tax Relief for Victims of California Wildfires and Hurricane Ida and Urges Individuals to Prepare for Natural Disasters Edward A. Zurndorfer- September has been designated as National Preparedness Month. With the height of hurricane season currently upon us ... Read More
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What Employees Need to Know About the 2021 Child Tax Credit

08/06/2021
Read what every fed (with kids or dependents) needs to know about the 2021 Child Tax Credit Ed Zurndorfer- The American Rescue Plan Act (ARPA) included changes to the existing child tax credit. The changes were made in order to ... Read More

Roth TSP part II: Converting a Traditional IRA or TSP Account to a Roth IRA

08/03/2021
Important considerations when converting a Traditional IRA or TSP Account into a Roth IRA < PART I Ed Zurndorfer- With less than six months remaining in the year, federal employees and annuitants still have time to save on federal and ... Read More
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Financially Preparing for a Spouse’s Death

06/22/2021
Ed Zurndorfer breaks down everything you need to know to prepare for the death of a spouse Besides the emotional consequences of a spouse’s death, particularly if the death was sudden and unexpected, there can be some devastating financial consequences ... Read More
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FEDLIFE PODCAST: Preparing for the 2021 Tax Season

05/28/2021
Did you know the best time to prepare your taxes is between June and November? That means the tax season has officially started—are you ready? No Cost Webinar Featuring Ed Zurndorfer FEDLIFE Podcast (ep. 50): Now That the 2020 Tax ... Read More

Even After Tax Filing Deadline, Millions Are Still Waiting for Refunds

05/18/2021
Even After the 2020 Federal Income Tax Filing Deadline, Millions Are Still Waiting for Refunds, by Ed Zurndorfer The 2020 federal income tax filing deadline of May 17, 2021 has just passed. But millions of individuals who filed their 2020 ... Read More

2020 Federal Income Tax Filing Deadline Less Than A Week Away

05/13/2021
May 17, 2021 is the Deadline to File Last Year’s Federal Tax Return, here’s what you need to know– Edward A. Zurndorfer Federal employees who have not filed their 2020 federal income tax returns should be aware that the 2020 ... Read More

Understanding the New Expanded Child Care Tax Credit

05/06/2021
This column will explain to what is currently known about the expanded child tax credit, most important of which is when it becomes effective and which individuals qualify for the expanded credit. Edward A. Zurndorfer– The American Rescue Plan Act ... Read More

FEDLIFE PODCAST: Key Things To Consider Before Refinancing Your Mortgage

04/30/2021
In this episode, Dan Sipe and Ed Zurndorfer discuss the key factors that should influence your refinancing decision and help you identify mortgage financing tools that best fit your financial situation. Episode 48: Key Things to Consider Before Refinancing Your ... Read More

FEDLIFE PODCAST: Tackling the Tax Filing Complications of RMDs and CRDs

04/16/2021
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