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FedLife Podcast: How to Get the Most from Your TSP

04/26/2020
Ed Zurndorfer and Dan Sipe sit down to Talk about Taxes and the TSP for Federal Employees FedLife Podcast (ep. 23): How can Federal Employees get the MOST from their TSP? Federal employees have a convenient way to save for ... Read More

TSP: Skip the Notary & Come Get Your Money

04/24/2020
Update: TSP Resumes Notary Requirement in October 2020 TSP allows married participants to skip notarized spousal consent to make withdrawals, accentuating how this is truly an unprecedented time [NOTE: ALL notary requirements have been waived by TSP during the COVID-19 ... Read More

How the CARES Act Significantly Changes the RMD Rules for 2020

04/19/2020
Edward Zurndorfer explains how the Coronavirus Aid, Relief and Economic Security (CARES) Act significantly changes the required minimum distribution (RMD) rules for 2020 Edward A. Zurndorfer – A previous FED-ZONE column discussed the passage of the Coronavirus Aid Relief and ... Read More

TSP Announces RMD Waiver for 2020

04/15/2020
      Responding to the COVID-19 crisis, the CARES Act waived minimum distribution requirements for retirement plans. The Thrift Savings Plan (TSP) Followed Suit this week Here we are 3 to 4 weeks into quarantine and the world is ... Read More

5 Financial Tips for Quarantine

04/14/2020
      Financial Planning is a task one can tackle while cooped up in quarantine- here are 5 financial tips for Federal Employees   “I don’t have enough time” How many times have we used that to explain why ... Read More

The CARES Act and How It Affects Federal Employees and Annuitants

04/04/2020
Edward Zurndorfer explains how federal employees and annuitants are affected by the recently passed Coronavirus Aid, Relief and Economic Security (CARES) Act Edward A. Zurndorfer – On March 27, 2020, President Trump signed into law the Coronavirus Aid, Relief and ... Read More

Serving Those Who Serve’s Quarterly Newsletter- April 2020

04/01/2020
In The Q1 2020 Newsletter: Tom Lee’s Analysis of the Coronavirus & Your Investments “The Coach’s Corner” features an article on teleworking The FEDZONE by Ed Zurndorfer, who is also featured in the latest Fed-Life Podcast episodes about the SECURE ... Read More

FedLife Podcast: The SECURE Act’s Biggest Changes for Feds, Part 2

03/28/2020
FEDLIFE PODCAST FOR FEDS – The SECURE Act, part 2 – What it means for Feds. FedLife Podcast (ep. 21): The SECURE Act’s Biggest Changes for Feds The SECURE Act is hitting fed employees with major changes, including the elimination ... Read More

CORONAVIRUS AND YOUR INVESTMENTS. (Yes, Including TSP)

03/13/2020
Thomas Lee explains the Coronavirus and its impact on Federal Employee TSP investments By Thomas Lee, CFP, AIF, CHFEBC, Head Financial Planning and Investments, STWS Every stock market correction is different as is every global health crisis.  Obviously, we cannot ... Read More

The SECURE Act

01/07/2020
The SECURE Act was signed on December 26, 2019. What does it mean for Federal Employees? The day after Christmas, the President signed the SECURE Act, which focuses on retirement for Americans. The law could potentially raise $15.7 billion to ... Read More