FEDLIFE PODCAST: Everything You Thought You Knew About Federal Pensions
Dan Sipe and Ed Zurndorfer go into depth about everything a federal employee needs to know about preparing for retirement, spousal survivor benefits and more.
FEDLIFE PODCAST: Preparing for the 2021 Tax Season
Did you know the best time to prepare your taxes is between June and November? That means the tax season has officially started—are you ready?
FEDLIFE PODCAST: Stimulus Eligibility and the Best Dates to Retire in 2021
In this episode, Dan Sipe and Ed Zurndorfer help feds navigate through this new stimulus payment’s eligibility criteria. They also discuss ways to adjust your annual gross income (AGI) for…
FEDLIFE PODCAST: Key Things To Consider Before Refinancing Your Mortgage
In this episode, Dan Sipe and Ed Zurndorfer discuss the key factors that should influence your refinancing decision and help you identify mortgage financing tools that best fit your financial…
FEDLIFE PODCAST: Tackling the Tax Filing Complications of RMDs and CRDs
In this episode, Dan Sipe and Ed Zurndorfer address the most common tax filing complications that feds are facing this year
FEDLIFE PODCAST: Sold Your Home in 2020? Here Are The Tax Consequences
In this episode, Dan Sipe and Ed Zurndorfer help you do so by digging into various rules and regulations that might affect your capital gains taxes.
FEDLIFE PODCAST SPECIAL: Ed Zurndorfer’s Guide to Claiming Social Security
Ed goes through the complete process that he recently followed while claiming his own Social Security benefits.
FEDLIFE PODCAST 44: Tax Filing Statuses and Capital Gains
Dan Sipe and Ed Zurndorfer explore the five different types of tax filing statuses and discuss how they vary significantly based on the tax rates. They also talk about a…
FEDLIFE Podcast 43: Latest Tax Legislation Changes Every Fed Needs to Know
In this episode, Dan Sipe and Ed Zurndorfer provide valuable insights into how the Consolidated Appropriations Act of 2020 affects your tax situation and Social Security benefits. They also discuss…
FEDLIFE PODCAST 42: Maximize Social Security
In this episode, Dan Sipe and Ed Zurndorfer are back with multiple strategies to help feds optimize their tax situation, and achieve the maximum benefits on their Social Security.