Understanding CSRS Offset Benefits and Rules Including Survivor Benefits
Ed explains what CSRS Offset is, and the rules for survivor benefits and social security,
Important Questions to Ask Before Preparing 2021 Federal Tax Returns
The 8 most Important Questions Employees Need to Ask Before Preparing Their 2021 Federal Tax Returns
Understanding the Social Security Rules & Options for Divorced Individuals
Ed Zurndorfer discusses the rules and options available to divorced individuals with respect to claiming the Social Security benefits of a former spouse.
Contributing to 401k & TSP: How to Avoid Excess Deferrals
Learn about "excess deferrals" for those who contributed to both a TSP account and another qualified retirement account last year.
CSRS VCP: Voluntary Contribution Program – Part IV
CSRS VCP: Voluntary Contribution Program - Part IV of IV by Ed Zurndorfer
CSRS VCP: Voluntary Contribution Program – Part III
CSRS VCP: Voluntary Contribution Program - Part III
Remedies for Feds Who Made Excess Contributions to IRAs During 2021
Put too much in your IRA last year? Ed goes over what remedies are available to federal employees.
CSRS Voluntary Contributions: VCP Benefits & Strategies (Part II)
Learn how voluntary contributions through the CSRS VCP can boost retirement savings, including eligibility, benefits, and strategies for federal employees.
New IRS Tables Reflecting Longer Life Expectancies Took Effect 1/1/22
Ed explains how New IRS Life Expectancy Tables Reflecting Longer Life Expectancies, which took Effect Jan. 1, 2022, will help you keep more money in retirement accounts.
VCP: The CSRS Voluntary Contribution Program – Part I
Eligible Employees Should Consider the CSRS Voluntary Contribution Program (VCP)- Part I