Deadline for Correcting 2021 IRA Excess Contributions is October 17, 2022
Learn about excess contribution penalties and instructions on how to submit a correction to the IRS.
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.
Learn about excess contribution penalties and instructions on how to submit a correction to the IRS.
For Many (But Not All) Employees, Now is a Good Time to Consider a Roth IRA Conversion
Ed provides insight on SEP exceptions and 72(t) withdrawals - both can allow pre-age 59.5 withdrawals without penalties.
The fourth article from Ed about Life Insurance Options for feds - make sure you get all the details about "pension-max"
Federal Employees: Understanding the Different Types of Individual Term Life Insurance Policies
This column will present the choices federal employees have with respect to addressing their life insurance needs.
What Federal Employees and Retirees Should Know About Their Life Insurance Needs and Choices
Roth IRA Conversions Can Be Appropriate for Federal Employees No Matter Their Age
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…
The Government Pension Offset (GPO) is a Social Security Administration (SSA) law that affects spouses, former spouses, widows or widowers. But not CSRS Annuitants.