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.
Much has been written in recent years in financial journals and media outlets about the year-of-death required minimum distribution (RMD). Nevertheless, the rules governing the year-of-death RMD continue to confuse…
The SECURE Act became law on January 1, 2020. One of the provisions passed as part of the SECURE Act was regulations on required minimum distributions (RMDs) for inherited IRAs…
Discover tax implications for delaying Required Minimum Distributions (RMDs) from your traditional TSP and IRA. Explore strategies to manage your tax liabilities effectively and take advantage of current tax benefits.
This is the third of three FEDZONE columns presenting the financial considerations of owning two residences in retirement. This column discusses financial management, considerations when choosing a financial advisor to…
Discover what you should know to navigate recent changes to underpaid tax penalties that may affect federal employees and retirees. Stay updated to manage potential penalties effectively.
This FEDZONE column is the second of three FEDZONE columns presenting the financial considerations of owning two residences in retirement. The first column discussed choosing owning versus renting a second…
For most federal retirees, retirement is a time of change. One of those changes is a change in residence. Some federal retirees prefer to live in one location during the…
The IRS penalty for missing a required minimum distribution for many years was 50 percent of the amount that should have been withdrawn from a traditional IRA or a qualified…
Discover the military deposit rules and regulations to enhance your retirement benefits under FERS or CSRS.
When a Medicare Part B beneficiary dies, his or her estate or surviving family members may be entitled to a refund or monthly Medicare Part B premiums previously paid. This…