Understanding the Tax Consequences of Owning Life Insurance Policies
It is important for life insurance policyholders to consider the tax implication when they buy life insurance.
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.
It is important for life insurance policyholders to consider the tax implication when they buy life insurance.
Why the special retirement supplement (SRS) is no substitute for the “enhanced” FERS annuity feds can get at age 62
Why Young Employees Should Consider 2023 Roth IRA Contribution and Perhaps Benefit from IRS’ Savers Tax Credit
A Summary of the Tax-Smart Ways to Help Pay a Child’s Education Costs - Part II
In the TSP for feds and in 401(k) plans in the private sector, it is important to watch out for excessive elective deferrals!
A Summary of the Tax-Smart Ways to Help Pay a Child’s Education Costs - Part I
17-page PDF from the FEDZONE Vault by Ed Zurndorfer: "Federal Benefits Guide for New and Rehired Employees"
Interest and Dividend Income Received During 2023 Must be Reported on Form 1040
What is a NAF federal employee? What is the difference from a regular federal employee? Learn about the benefits, retirement options, and more!
Age Milestones for Federal Employees and Retirees with Respect to Federal Income Taxes