Category: Podcast

Understanding the New RMD Rules for Inherited IRAs: Your Essential Guide - Part I

Are you aware of the milestones and benefits as you plan for retirement? It's time to unlock the secrets and make the most of your federal employee benefits.

Listen in and learn the strategies you need to take proactive steps to secure your financial well-being during your service and retirement.

In this informative episode, Ed Zurndorfer shares step-by-step guidance for individuals aged 59.5 or older looking to transfer their TSP account into a Roth IRA account.

In this week’s episode, Ed Zurndorfer guides you through the complexities of these differences while detailing the nuances of TSP contributions, from withdrawals to maximizing your potential tax savings.

In this episode, Ed Zurndorfer joins Dan Sipe to explain how the IRS taxes federal government pensions for CSRS and FERS employees.

In this episode, Ed Zurndorfer details the critical components of estate planning while emphasizing the importance of having comprehensive estate plans.

The SECURE Act 2.0 is shaking up the world of college savings and retirement planning. 

Planning for retirement can be overwhelming, especially when dealing with legal changes. But fear not. In this riveting episode, Ed Zurndorfer and Dan Sipe delve into the SECURE Act 2.0…

In December 2022, Congress passed the SECURE Act 2.0, which might modify retirement plans like 401(k)s, IRAs, and Thrift Savings Plan (TSP).