Category: Podcast

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).

Get ready to hear Dan Sipe and Ed Zurndorfer unpack ten moves federal employees and retirees need to know as they prepare and secure their finances this year.

This week, Dan Sipe and Ed Zurndorfer talk about the value of HSAs, HCFSAs, saving on medical expenses, and some of the top myths about these accounts.

In this episode, Dan Sipe and Ed Zurndorfer talk about FEHB and Medicare season