Understanding CSRS and FERS Offset Benefits and Rules
There might not be many CSRS offset employees and annuitants, but often, many of these employees and annuitants do not have a full understanding of how their retirement benefits work.
How Federal Retirement Benefits Are Taxed – Part II
Understanding How Federal Employee Retirement Benefits Are Taxed by the IRS - Part II of a series of FEDZONE columns discussing how federal employee retirement benefits are taxed by the…
How Federal Employee Retirement Benefits Are Taxed by the IRS – Part I
Understanding How Federal Employee Retirement Benefits Are Taxed by the IRS - both FERS and CSRS (Part 1)
Thrift Savings Plan to Offer a “Mutual Fund Window” Starting in Summer 2022
Overview of the upcoming mutual fund window, a self-directed brokerage account, that is set to become available in a few months.
FEDLIFE Podcast: New IRS Life Expectancy Tables
In this episode, Dan Sipe and Ed Zurndorfer talk about how the RMDs for IRAs, 401ks, TSPs, and more will now have lower required payments.
Understanding CSRS Offset Benefits and Rules Including Survivor Benefits
Ed explains what CSRS Offset is, and the rules for survivor benefits and social security,
Important Questions to Ask Before Preparing 2021 Federal Tax Returns
The 8 most Important Questions Employees Need to Ask Before Preparing Their 2021 Federal Tax Returns
FEDLIFE Podcast: Top 10 Things Feds Need to Know in 2022
In this episode, Dan Sipe and Ed Zurndorfer talk about the 10 things that feds should know going into 2022 regarding your TSP, insurance, W2, and taxes.
Understanding the Social Security Rules & Options for Divorced Individuals
Ed Zurndorfer discusses the rules and options available to divorced individuals with respect to claiming the Social Security benefits of a former spouse.
Limits on Participation in the TSP and Another Tax-Deferred Retirement Plan
Learn about "excess deferrals" for those who contributed to both a TSP account and another qualified retirement account last year.