Important Age and Service Milestones for Federal Employees
A list of milestones that feds can use as a guide to make sure they're on track for retirement planning.
Tax Consequences of Transferring a Traditional TSP to a Roth IRA
Beware of the Income Tax Consequences When Transferring a Traditional TSP Account to a Roth IRA
How New Jersey and Pennsylvania Tax the TSP
TSP Participants Living in New Jersey and Pennsylvania Should Be Aware on How Their Traditional TSP Withdrawals Are State-Taxed
Unable to Pay Balance Due on 2022 Federal Income Tax Return?
Individuals Unable to Pay Balance Due on 2022 Federal Income Tax Return Should Still File.
2023 Estimated Tax Payments: Information for Feds
While Completing Preparation of 2022 Income Tax Returns, Some Employees and Retirees May Have to Make Estimated Tax Payments During 2023.
How TSP Withdrawals and Rollovers Are Taxed
Ed goes in-depth on how TSP withdrawals and rollovers are subject to taxation.
Paying Federal Income Tax on Social Security Benefits
With No Inflation Adjustments in 40 years, More Social Security Beneficiaries Are Paying Federal Income Tax on Their Benefits
How Survivor Benefits of Deceased Federal Employees and Annuitants Are Taxed
How the IRS Taxes the Surviving Spouse Benefits of Deceased Federal Employees and Annuitants
Social Security Benefits May Be Payable to Eligible Family Members
Edward Zurndorfer discusses how a spouse and young children become eligible for a Social Security benefit based on the individual’s Social Security earnings record
How the IRS Taxes CSRS and FERS Annuities
Tax season is now in full swing. This article breaks down the federal taxation of federal government pensions – both FERS and CSRS.