Some 2022 Year-End Tax Planning Suggestions for Federal Employees
Here are seven great tips for tax planning as 2022 wraps up.
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.
Here are seven great tips for tax planning as 2022 wraps up.
Social Security Administration and the Internal Revenue Service Announce Benefit and Contribution Limits for 2023
Ed dives into the five questions federal employees should consider when seeking enrollment outside insurance.
OPM has announced 8.7% COLA for CSRS, meaning 7.7% COLA for FERS annuitants.
Here are the options for reversing a social security benefits claiming decision and their consequences
Learn about excess contribution penalties and instructions on how to submit a correction to the IRS.
In this episode of the FEDLIFE Podcast, Dan Sipe and Ed Zurndorfer explain the ins and outs of insurance companies when it comes to providing coverage. Ed also dives into…
For Many (But Not All) Employees, Now is a Good Time to Consider a Roth IRA Conversion
Ed provides insight on SEP exceptions and 72(t) withdrawals - both can allow pre-age 59.5 withdrawals without penalties.
Did you know that 70% of Americans say they need life insurance but don’t really understand how it works?