In this episode, Dan Sipe speaks with Ed Zurndorfer to discuss everything federal employees need to know when going to file taxes this year to ensure that you’re getting the most out of your return.
FEDLIFE Podcast, Episode 69: The TSP Mutual Fund Window is Coming. Are You Ready?
There is a new addition to the Thrift Savings Plan called the mutual fund window that gives federal retirement plan participants the option of buying shares outside of their plan’s funds. But how will this impact your taxes when you go to file? What else should you be considering when filing taxes as a federal employee this year?
In this episode, Dan Sipe speaks with Ed Zurndorfer to discuss everything federal employees need to know when going to file taxes this year to ensure that you’re getting the most out of your return.
Dan and Ed discuss:
- What a mutual fund window is and all the restrictions
- The core five TSPs
- How to claim crypto currency on your taxes
- Which tax benefits are taxable
- And more
Like and Subscribe on YouTube at YouTube.com/FedLife
“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.
