December is a Good Time for Some Employees to Perform Roth IRA Conversions
Ed breaks down for whom this month may be the best time to perform a Roth Conversion in their Individual retirement account.
More Tax Savings with DCFSA or the Child and Dependent Care Tax Credit?
Which Results in More Tax Savings: Dependent Care Flexible Spending Account (DCFSA) or the Child and Dependent Care Tax Credit?
The IRS and Some States Tax Social Security Benefits
Edward Zurndorfer explains how much the IRS taxes Social Security retirement benefits and which states also tax Social Security retirement benefits
Former Spouses Eligibility for FEHB Program Under “Spouse Equity”
Reviewing a Former Spouse's Eligibility for Federal Employees Health Benefits Program Under “Spouse Equity”
An HSA Can Be Advantageous for Some, But Not All, Federal Employees
Considering a High Deductible Health Plan this FEHB Open Season? Learn how an HSA can help with costs.
Feds Who Plan to Retire in 2022: What to Consider During FEHB Open Season
What Federal Employees Who Plan to Retire During 2022 Need to Consider about the Current Benefits' “Open Season”
Dental Health and Vision Insurance Benefits and Flexible Spending Accounts
“Open Season” – What Employees Need to Know and Do with Respect to Their Dental, Health and Vision Insurance Benefits and Flexible Spending Accounts
Some Tax Saving Strategies to Consider Before December 31
Here's a breakdown of some strategies that reduce taxes and increase savings
When to Start Receiving Social Security Retirement Benefits
Understanding Your Social Security Retirement Benefits, Including When to Start Receiving Them
What Is A Phased Retiree?
Understanding a “Phased Retiree” and How It Differs from a Reemployed Annuitant