This week’s quiz for feds goes over FEHB plans, Long-Term Care insurance, and new RMD rules. FEHB & MEDICARE WEBINAR [ays_quiz id=”58″] **Written by Benjamin Derge, Financial Planner, ChFEBC℠ The information has been obtained from sources considered reliable but we ... Read More

In this week’s episode, Ed Zurndorfer guides you through the complexities of these differences while detailing the nuances of TSP contributions, from withdrawals to maximizing your potential tax savings. UPCOMING TAXES WEBINAR FEDLIFE Podcast (Ep. 95): Here’s How New Jersey ... Read More

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

Serving Those Who Serve’s Weekly Quiz for Feds! UPCOMING TAXES WEBINAR [ays_quiz id=”57″] **Written by Benjamin Derge, Financial Planner, ChFEBC℠ The information has been obtained from sources considered reliable but we do not guarantee that the foregoing material is accurate ... Read More

Understanding the New RMD Rules for Non-Spousal Beneficiaries of Inherited IRAs – Part I Over the last 3.5 years, there have been multiple changes to the required minimum distribution (RMD) rules for non-spousal beneficiaries of inherited IRAs. Among the major ... Read More

A bill reintroduced in the Senate would keep federal employees with unpaid taxes from continuing the work for the federal government. A recent report from the US Treasury unveiled that the IRS devotes little time and effort to holding federal ... Read More

Beware of the Income Tax Consequences When Transferring a Traditional TSP Account to a Roth IRA. Edward A. Zurndorfer – Federal employees who are 59.5 and over and federal retirees are eligible to make withdrawals from their Thrift Savings Plan ... Read More

Retiring from federal service? If you’re thinking about moving to state with no income tax, make sure you read this first! By: Katelyn Murray, CFP®, ChFEBC®, FBS®, CFT-1™, ECA – By Katelyn Murray- Retirement planning can be a challenging and ... Read More

TSP Participants Living in New Jersey and Pennsylvania Should Be Aware on How Their Traditional TSP Withdrawals Are State-Taxed Edward A. Zurndorfer – Most federal employees are familiar with the tax benefits associated with the traditional Thrift Savings Plan (TSP). ... Read More

Our 53rd weekly quiz is about recent TSP performance, FERS history, and Taxes COMPLIMENTARY FERS WEBINAR [ays_quiz id=”53″] **Written by Benjamin Derge, Financial Planner, ChFEBC℠ The information has been obtained from sources considered reliable but we do not guarantee that ... Read More