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 

Ed Zurndorfer Podcast

Ed Zurndorfer Podcast