Understanding the Tax Consequences of Owning Life Insurance Policies
It is important for life insurance policyholders to consider the tax implication when they buy life insurance.
IRS Savers Tax Credit and Roth IRA Contributions
Why Young Employees Should Consider 2023 Roth IRA Contribution and Perhaps Benefit from IRS’ Savers Tax Credit
Tax Smart Ways to Pay for Your Children’s Education – Part II
A Summary of the Tax-Smart Ways to Help Pay a Child’s Education Costs - Part II
Tax Smart Ways to Pay for Your Children’s Education – Part I
A Summary of the Tax-Smart Ways to Help Pay a Child’s Education Costs - Part I
The FEDZONE Vault: Federal Benefits Guide for New and Rehired Employees
17-page PDF from the FEDZONE Vault by Ed Zurndorfer: "Federal Benefits Guide for New and Rehired Employees"
How to Report Interest Income to IRS [Form 1040]
Interest and Dividend Income Received During 2023 Must be Reported on Form 1040
Federal Employee and Retiree Milestones for Federal Income Taxes
Age Milestones for Federal Employees and Retirees with Respect to Federal Income Taxes
There is Still Time for Employees to Make 2023 IRA Contributions
Learn the advantages of making 2023 IRA contributions before the April deadline.
Customer Service Nightmare Looming Over the SSA
The Social Security Administration Faces a Customer Service Crisis as Record Number of Americans Reach Age 65 During 2024
FERS Annuity Supplement Is No Substitute for the Enhanced FERS Annuity
Ed dives deep into why waiting until 62 to retire might be the best option for FERS retirement