New RMD Rules for Non-Spousal Beneficiaries of Inherited IRAs (Part I)
Understanding the New RMD Rules for Non-Spousal Beneficiaries of Inherited IRAs - Part I
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.
Understanding the New RMD Rules for Non-Spousal Beneficiaries of Inherited IRAs - Part I
A list of milestones that feds can use as a guide to make sure they're on track for retirement planning.
Beware of the Income Tax Consequences When Transferring a Traditional TSP Account to a Roth IRA
TSP Participants Living in New Jersey and Pennsylvania Should Be Aware on How Their Traditional TSP Withdrawals Are State-Taxed
In this episode, Ed Zurndorfer joins Dan Sipe to explain how the IRS taxes federal government pensions for CSRS and FERS employees.
Individuals Unable to Pay Balance Due on 2022 Federal Income Tax Return Should Still File.
While Completing Preparation of 2022 Income Tax Returns, Some Employees and Retirees May Have to Make Estimated Tax Payments During 2023.
Ed goes in-depth on how TSP withdrawals and rollovers are subject to taxation.
In this episode, Ed Zurndorfer details the critical components of estate planning while emphasizing the importance of having comprehensive estate plans.
With No Inflation Adjustments in 40 years, More Social Security Beneficiaries Are Paying Federal Income Tax on Their Benefits