The FEDLIFE Podcast for Federal Employees is Hosted by Dan Sipe and Ed Zurndorfer, this week they are talking over taxes for Feds, and what is so different in 2020 compared to previous years.
FedLife Podcast (ep. 30): Tax Season for Federal Employees and Retirees
Tax filing deadlines aren’t just helpful suggestions — it’s important to meet deadlines in order to save you money now and in the future. In this episode, Dan Sipe and Ed Zurndorfer discuss taxes, the importance of meeting tax deadlines, mortgages and debt and how all of these impact federal employees. In this episode, you will learn:
- ● Why you should you never ignore tax filing deadlines ●
- The difference between traditional and Roth IRAs ●
- The importance of the 8606 and 1099-R tax forms and how they can help you in retirement ●
- The impact of itemized deductions on your overall tax returns ●
- And more!
Tune in to learn the difference between separate and joint tax filing!
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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.
Tax Season for Federal Employees and Retirees