Successor Beneficiary of Inherited IRA
Understanding the New RMD Rules for Non-Spousal Beneficiaries of Inherited IRAs - Part IV
New RMD Rules for Non-Spousal Beneficiaries of Inherited IRAs (Part III)
Understanding the New RMD Rules for Non-Spousal Beneficiaries of Inherited IRAs - Part III
FedLife Podcast: Transferring a Traditional TSP to a Roth IRA
In this informative episode, Ed Zurndorfer shares step-by-step guidance for individuals aged 59.5 or older looking to transfer their TSP account into a Roth IRA account.
New RMD Rules for Non-Spousal Beneficiaries of Inherited IRAs (Part II)
Understanding the New RMD Rules for Non-Spousal Beneficiaries of Inherited IRAs - Part II
FedLife Podcast: How New Jersey and Pennsylvania Tax the TSP
In this week’s episode, Ed Zurndorfer guides you through the complexities of these differences while detailing the nuances of TSP contributions, from withdrawals to maximizing your potential tax savings.
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
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
FedLife Podcast: How the IRS Taxes FERS and CSRS Annuities
In this episode, Ed Zurndorfer joins Dan Sipe to explain how the IRS taxes federal government pensions for CSRS and FERS employees.