Understanding the New RMD Rules for Inherited IRAs: Your Essential Guide – Part II UPCOMING TAXES WEBINAR FEDLIFE Podcast (Ep. 100): Understanding the New RMD Rules for Inherited IRAs: Your Essential Guide – Part I In the first part of ... Read More

Modification of Eligible Age for Exemption from Early TSP Withdrawal Penalty for Qualified Public Safety Employees Edward A. Zurndorfer – On December 29,2022 President Biden signed into law the Setting Every Community Up for the Retirement Enhancement Act of 2022 ... Read More

Tax planning for federal employees and retirees: Top 5 Facts. Welcome to part seven of our series of “listicles.” We’ll be going over 5 key points to remember for several areas of retirement planning and employee benefits for members of ... Read More

Understanding the New RMD Rules for Inherited IRAs: Your Essential Guide – Part I UPCOMING TAXES WEBINAR The FedLife Podcast (Ep. 99): Understanding the New RMD Rules for Inherited IRAs: Your Essential Guide – Part I In celebration of episode ... Read More

Expanded Roth TSP “Catch-Up” Contribution Opportunities Resulting from SECURE Act 2.0 Passage The Setting Every Community Up for Retirement Enhancement (SECURE) Act 1.0 (passed into law in December 2019 and taking effect January 1, 2020) made some major changes to ... Read More

Are you aware of the milestones and benefits as you plan for retirement? It’s time to unlock the secrets and make the most of your federal employee benefits. FINANCIAL PLANNING WEBINAR FedLife Podcast: Age and Service Milestones for Federal Employees ... Read More

Listen in and learn the strategies you need to take proactive steps to secure your financial well-being during your service and retirement. FINANCIAL PLANNING WEBINAR FedLife Podcast: Age and Service Milestones for Federal Employees (prt. 1) Federal employees reach stages ... Read More

Understanding the New RMD Rules for Non-Spousal Beneficiaries of Inherited IRAs – Part IV Ed Zurndorfer – This is the fourth of a series of FEDZONE columns discussing the changes to the required minimum distribution (RMD) rules for non-spousal beneficiaries of ... Read More

In this informative episode, Ed Zurndorfer shares step-by-step guidance for individuals aged 59.5 or older looking to transfer their TSP account into a Roth IRA account. UPCOMING TSP WEBINAR FEDLIFE Podcast (Ep. 96) – Transferring A Traditional TSP To A Roth ... Read More

Understanding the New RMD Rules for Non-Spousal Beneficiaries of Inherited IRAs – Part III Ed Zurndorfer –  This is the third of a series of FEDZONE columns discussing the changes to the required minimum distribution (RMD) rules for non-spousal beneficiaries ... Read More