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 How Federal Employee Retirement Benefits are Taxed by the IRS - Part III- This column discusses the taxation of survivor benefits received by designated beneficiaries of deceased federal employees…
In this episode, Dan Sipe speaks with Ed Zurndorfer to discuss everything federal employees need to know when going to file taxes this year to ensure that you’re getting the…
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.
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…
Understanding How Federal Employee Retirement Benefits Are Taxed by the IRS - both FERS and CSRS (Part 1)
Overview of the upcoming mutual fund window, a self-directed brokerage account, that is set to become available in a few months.
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.
Ed explains what CSRS Offset is, and the rules for survivor benefits and social security,
The 8 most Important Questions Employees Need to Ask Before Preparing Their 2021 Federal Tax Returns
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.