Roth IRA Conversion: Appropriate for Federal Employees No Matter Their Age?
Roth IRA Conversions Can Be Appropriate for Federal Employees No Matter Their Age
FEDLIFE Podcast: Federal Employee Health Benefits for Survivors
In this episode, Dan Sipe sits down with Ed Zurndorfer. This time they explain the federal employee health benefits for survivors, such as the spouses and children of federal employees.
FEDLIFE Podcast: Keeping FEHB in Retirement – Part II
In this episode, Dan Sipe is joined by Ed Zurndorfer to unpack the costs associated with having health insurance benefits post-retirement while explaining the changes you can make to your…
Surviving Spouse’s Option with Respect to a TSP Beneficiary Account
Understanding a Surviving Spouse’s Option with Respect to a TSP Beneficiary Account - If there is no TSP beneficiary form on file for a TSP account, then the distribution of…
Why CSRS Offset Annuitants Are Not Subject to the GPO (Pension Offset)
The Government Pension Offset (GPO) is a Social Security Administration (SSA) law that affects spouses, former spouses, widows or widowers. But not CSRS Annuitants.
FEDLIFE Podcast: Keeping FEHB in Retirement – Part I
In part one of this two-parter miniseries, Dan Sipe is joined by Ed Zurndorfer to unpack the different types of Federal Employee Health Benefits.
How Social Security Survivor Benefits Work
When to Claim a Widow/Widower Social Security Survivor Benefit Can Be a Challenge - This week’s column presents widow/widower choices with respect to the Social Security widow/widow benefit.
After a Spouse Dies, the Surviving Spouse’s Finances Can Suffer
The economic impact that a spouse's death can incur. Ed fills you in on what to watch out for.
FEDLIFE Podcast: Your Guide to The FERS Annuity Supplement
In this episode, Dan Sipe and Ed Zurndorfer unpack each benefit while detailing everything you need to know about how the OPM calculates your annuity supplement.
Rules for Survivor Annuitants to Continue FEHB Program Family Benefits
Breaking down the rules to keep FEHB for those receiving a survivor annuity