Tax Season is Approaching, Get Tips from Ed Zurndorfer
FedLife Podcast (ep. 18): Tips for Taxes with Ed Zurndorfer
The end of the year is quickly approaching, which means that taxes are becoming a major topic of discussion. In this episode of FedLife Podcast, Dan Sipe sits down with Ed Zurndorfer, federal benefits and tax expert, to discuss Ed’s best year-end tips to save money in taxes. This conversation is a must-listen for every fed employee and includes strategies you can use in 2020. In this episode, you will learn:
- Why you should contribute more to your traditional TSP to save money on federal and state income tax
- Why this is a good time to look at your investments
- Ed’s thoughts on cryptocurrency and taxes
- The importance of making your eligible contributions
- Ed’s considerations when converting your traditional IRA to a Roth IRA
- And more! Tune in to hear Ed’s year-end tax moves for feds!
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“Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lee, Sipe & Associates, Inc. is not a registered broker/dealer and is independent of Raymond James. Content represents the opinions of the speaker and not necessarily those of Raymond James. Important Disclosure Information: http://raymondjames.com/smicd.htm.
