FEDLIFE PODCAST: The TSP Mutual Fund Window is Coming. Are You Ready?
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…
Understanding CSRS and FERS Offset Benefits and Rules
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.
FEDLIFE Podcast: New IRS Life Expectancy Tables
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.
FEDLIFE Podcast: Top 10 Things Feds Need to Know in 2022
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.
FEDLIFE PODCAST: Understanding Dependent Care FSAs and More
Dan Sipe and Ed Zurndorfer finish the year highlighting some important topics surrounding Dependent Care FSAs, different types of taxable and non-taxable conversions, and more information to help you end…
FEDLIFE Podcast: How to Make the Most of Your Charitable Donations
In this episode, Dan Sipe and Ed Zurndorfer talk about how you can make the most of your charitable donations, and not only give more to the charities you love…
FEDLIFE Podcast: Retiring with Benefits for Your and Your Spouse
As you begin to approach retirement, it can be difficult to navigate the steps towards this massive change while keeping your federal employee health insurance intact. However, it’s actually not…
FEDLIFE PODCAST: Everything You Need to Know This FEHB Open Season
It’s that time of the year again… it’s your federal benefits open season. This is the time you can finally enroll, make changes or cancel your FEHB, FEDVIP or FSAFEDS…
FEDLIFE Podcast: Phased Retirement + How is FEGLI Taxed?
In this episode, Dan Sipe and Ed Zurndorfer speak about everything federal employees need to know about phased retirement plans and taxation of employer sponsored life insurance. As tax season…
FEDLIFE Podcast: Reemployed Annuity Compared to Phased Retirement
In this episode, Dan Sipe and Ed Zurndorfer speak about what it means to be a reemployed annuitant, and compare the difference between phased retirement focusing on FERS, CSRS, and…