A qualified longevity annuity contract (QLAC) – learn what it is, how it works, and one of the best benefits, lower required minimum distributions (RMDs)! Check Out Our Webinar on Tax Planning for Federal Employees and Retirees- REGISTER HERE FedLife ... Read More

The most popular articles from 2023 – by “Benefits Ben,” Jennifer Meyer, and Ed Zurndorfer. The most watched “FedLIfe” and “Fed15” podcast episodes on YouTube And lastly, federal pay raise updates and our most taken quiz Top “FEDZONE” Article “SECURE ... Read More

The traditional TSP versus the Roth TSP – which is better? Learn the differences and why it’s probably a good idea if you’re on the younger side. Check Out Our Webinar on Tax Planning for Federal Employees and Retirees- REGISTER ... Read More

Make sure you avoid these errors if you’re thinking about doing a QCD. Traditional IRAs are one of the best assets to donate to a charity. This is because most of a traditional IRA is composed of before-taxed dollars. After ... Read More

As we approach the end of the year, time to go over required minimum distributions (RMDs) and how the SECURE Acts 1.0 and 2.0 changed the IRS penalties and rules. Check Out Our Webinar on Tax Planning for Federal Employees ... Read More

Ed shares some valuable tax tips for federal employees to review before the year ends.   There are less than two months remaining in the year 2023. As the year draws to a close, there are some tax moves that ... Read More

Learn about an annuity that can help reduce required minimum distributions (RMDs) Many individuals are not comfortable with annuities. A major reason for this not being comfortable with an annuity is due to a lack of knowledge as to how ... Read More

See what message from the STWS inbox had both Ed and Dan flabbergasted. This episode is all about the importance of beneficiaries – including contingent vs. successor. ESTATE PLANNING WEBINAR FedLife Podcast (ep. 105): Why You Should Fill Out Your ... Read More

Time to get spooky? Dan and Katelyn chat about Vampire technicalities before taking a look at FEHB premium increases and Health Savings Accounts. The Fed15 Podcast (Ep. 19): The Unicorn of Financial Planning? Halloween is around the corner. Dan and ... Read More

Some year-end tips for the thrift savings plan and individual retirement accounts. As in most years, the year 2023 has flown by. We are in the last quarter of 2023 and the end of 2023 will soon be upon us. ... Read More