This is the sixth in a series of FEDZONE columns discussing how federal retirement benefits are taxed by the IRS. This column discusses the federal income tax consequences of transferring…
This column discusses the federal income tax consequences of making withdrawals from a TSP participant’s traditional TSP account and/or from a TSP participant’s Roth TSP account.
This is the fourth in a series of FEDZONE columns discussing how federal employee retirement benefits are taxed by the IRS. This column discusses how Social Security disability and retirement…
Understanding How Federal Employee Retirement Benefits are Taxed by the IRS - Part III- This column discusses the taxation of survivor benefits received by designated beneficiaries of deceased federal employees…
Understanding How Federal Employee Retirement Benefits Are Taxed by the IRS - Part II of a series of FEDZONE columns discussing how federal employee retirement benefits are taxed by the…
Understanding How Federal Employee Retirement Benefits Are Taxed by the IRS - both FERS and CSRS (Part 1)
Overview of the upcoming mutual fund window, a self-directed brokerage account, that is set to become available in a few months.
Ed explains what CSRS Offset is, and the rules for survivor benefits and social security,
The 8 most Important Questions Employees Need to Ask Before Preparing Their 2021 Federal Tax Returns
Ed Zurndorfer discusses the rules and options available to divorced individuals with respect to claiming the Social Security benefits of a former spouse.