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
The FEDZONE Category contains all articles written by Ed Zurndorfer
With No Inflation Adjustments in 40 years, More Social Security Beneficiaries Are Paying Federal Income Tax on Their Benefits
How the IRS Taxes the Surviving Spouse Benefits of Deceased Federal Employees and Annuitants
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
Tax season is now in full swing. This article breaks down the federal taxation of federal government pensions – both FERS and CSRS.
Six estate planning tips for federal employees, including wills, POAs, and more…
SECURE Act 2.0 Eliminates RMDs on Roth Retirement Plans: What Does It Mean to Roth TSP Participants?
Is There Any Downside Resulting from the Decrease of Medicare Part B Premiums During 2023?
The SECURE Act 2.0 made a lot changes that could impact your financial strategy, including being able to rollover unused 529 money into a Roth IRA
Now Is a Good Time for Employees to Make Their 2022 IRA Contributions If They Have Not Already Done So
SECURE Act 2.0 Passage Allows for Enhanced Retirement Savings: Increase in RMD Age from 72 to 73 Effective 1/1/2023 and Then to Age 75 Effective 1/1/2033.