The Importance of Having an Estate Plan
Six estate planning tips for federal employees, including wills, POAs, and more…
No More Required Minimum Distributions for Roth TSP Participants
SECURE Act 2.0 Eliminates RMDs on Roth Retirement Plans: What Does It Mean to Roth TSP Participants?
Medicare Part B Premiums Decreased in 2023: Is There a Catch?
Is There Any Downside Resulting from the Decrease of Medicare Part B Premiums During 2023?
SECURE Act 2.0 Allows for Rollover of Unused 529 Plan Funds to a Roth IRA
The SECURE Act 2.0 made a lot changes that could impact your financial strategy, including being able to rollover unused 529 money into a Roth IRA
There is Still Time to Make IRA Contributions for 2022
Now Is a Good Time for Employees to Make Their 2022 IRA Contributions If They Have Not Already Done So
How SECURE Act 2.0 Can Enhance Your Retirement Savings
SECURE Act 2.0 Passage Allows for Enhanced Retirement Savings: Increase in RMD Age from 72 to 73 Effective 1/1/2023 and Then to Age 75 Effective 1/1/2033.
What’s in the SECURE Act 2.0? – Review the Major Changes and Provisions
SECURE Act 2.0 Becomes Law, Bringing Workplace Retirement Plan and IRA Changes.
Ed’s Top 10 Financial Tips for Federal Employees in 2023
Ten Moves Employees Should Consider Performing in 2023 in Order to Put Their Finances in Order.
FEDZONE Articles by Ed Zurndorfer: Top 5 of 2022
Celebrating the end of the year with the top 5 most-read articles of 2022 by Ed Zurndorfer!
Strategies to Reduce Medicare Part B IRMAA Thresholds
Using Roth IRA Conversions, QCDs and Asset Allocation to Reduce Medicare Part B IRMAA Thresholds.