Bunching Contributions and Donor-Advised Funds: The Stock Advantage
A donor-advised fund (DAF) is a type of investment account that allows you to donate assets — such as stocks, bonds, real estate, and cash — to eligible IRS-qualified public…
The FEDZONE contains all articles written by Ed Zurndorfer:
A former career Federal employee, Ed has published a staggering 1,200+ separate articles on Federal Benefits and Retirement!
Just “Google” his name, and you are likely to find a plethora of sites that contain his writings. Drawn to its mission to reach, teach
and serve Feds, Serving Those Who Serve is the only financial planning practice with which Ed has chosen to affiliate in over
20 years teaching. In addition to conducting Federal Benefits seminars for Serving Those Who Serve, you can find Ed’s
writings here on our blog in the FedZone, and on Fed-Soup, MyFederalRetirement, FederalNews Radio and NITP. He is a
member of the Maryland Society of Accountants, the National Association of Enrolled Agents, the International Society of
Certified Employee Benefits Specialists, the Financial Planning Association, the National Association of Health Underwriters,
and the Society of Financial Service Professionals. Since 1999, Ed has taught many thousands of Federal employees about
their benefits, in person and at Federal agencies all over the country. Ed is a true national treasure.
A donor-advised fund (DAF) is a type of investment account that allows you to donate assets — such as stocks, bonds, real estate, and cash — to eligible IRS-qualified public…
Federal employees become eligible to enroll in Medicare when they become age 65. This is because an employee during his or her working lifetime has paid the Medicare payroll tax…
In recent years, the number of TSP millionaires has been steadily rising, with nearly 117,000 federal employees now holding seven-figure balances in their Thrift Savings Plan accounts. This significant growth…
If you’re a woman who just began a career with the federal government, you likely did so for some great reasons. Like using your skills, knowledge, and education to contribute…
The calendar says it is the middle of October. The Medicare annual enrollment period (AEP) has started, and the annual federal benefits “open season” is less than one month away.
Divorce brings a range of financial uncertainties, particularly for federal employees faced with the complications of dividing their retirement savings. The Federal Employees Retirement System (FERS), Thrift Savings Plan (TSP),…
Every four years, I have daily conversations regarding the impact of an election on one's investments. Here at Serving Those Who Serve, we have been helping families plan for their…
It is the beginning of October and the year 2024 will end in less than three months. December 31,2024 is an important deadline for retired Thrift Savings Plan (TSP) participants…
Most of the Feds we talk with at Serving Those Who Serve consider their Thrift Savings Plan (TSP) to be a critical component of their retirement planning. Recent numbers from…
Tens of thousands of U.S. government employees dedicate themselves to assisting the American people each day. Yet their efforts aren’t well-known unless they generate negative headlines or are subject to…