FEDLIFE Podcast: Ep. 41: Optimizing Your Financial Situation
In this episode, Dan Sipe and Ed Zurndorfer have come up with a list of ten essential year-end planning tips. They improvise on some of the strategies from last year…
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.
In this episode, Dan Sipe and Ed Zurndorfer have come up with a list of ten essential year-end planning tips. They improvise on some of the strategies from last year…
While Gathering Documents to Prepare 2020 Income Tax Returns, Employees Are Reminded to Check Their Social Security Statements
Employees Who May Owe Significantly on Their 2020 Taxes Should Make An Estimated Tax Payment by January 15, 2021
In this episode, Dan Sipe and Ed Zurndorfer discuss how, with only a few days left in December, you can implement some last-minute tax-saving moves that can potentially save you…
We celebrate the end of the year with our Top 5 “Most-Read” FEDZONE Articles in 2020
We celebrate the end of the year with our Top 5 “Most-Listened-To” Podcasts in 2020
Now is the Time for Employees to Choose 2021 TSP Contribution Amounts So As to Not Lose Agency TSP Matching
December May Be a Good Time to Perform a Roth IRA Conversion Under Certain Conditions
In this episode, Dan Sipe and Ed Zurndorfer continue to assist feds in choosing the right healthcare plan for 2021. They decode and demystify health savings accounts (HSA), health reimbursement…
Edward Zurndorfer explains the how “wash sale” rule works