Is it Tax Season Yet? – Part 2 with Ed Zurndorfer and Dan Sipe for the FEDLIFE Tax Season Special
FedLife Podcast (ep. 31): Is It Tax Season Yet? (Tax Planning for Feds, part 2)
The IRS recently published their IR-2020-127 notice, which explains major taxation and retirement changes. But do you know how this affects you as a federal employee? Dan Sipe and Ed Zurndorfer review the modifications brought on by this notice so that you can be up to date with everything you need to know in regards to taxes, IRAs, RMDs, and more. In this episode, you will learn:
- ● The four scenarios that you should consider in tax and retirement planning ●
- The new taxes and pension plan modifications ●
- The changes to both the SECURE Act and the Cares Act ●
- The difference between a lifetime and stretch IRA ●
- And more!
Tune in as Dan and Ed continue with part two of a must-have tax talk!
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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.
