Federal tax expert, Ed Zurndorfer, discusses which individuals who cashed in Series EE or Series I savings bonds during 2020 are eligible to exclude the interest income on their 2020 Federal income tax returns more…
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The 5-Year Rule: Keeping Your Federal Health Benefits and Life Insurance After Retirement
Don’t overlook these important rules when planning for federal retirement more…
Where’s Your $600 Stimulus Payment?
While some second round Economic Impact Payments may still be in the mail, the IRS has issued all first and second Economic Impact Payments it is legally permitted to issue more…
How Eligible Individuals Can Claim Recovery Rebate Credit If They Missed Economic Impact Payments
Federal benefits expert, Ed Zurndorfer, explains the Recovery Rebate Credit (from the COVID-related Tax Relief Act of 2020) including who is eligible for the credit, how much it is, and how it is obtained more…
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Federal Retirement Planning Checklists
Checklists for 5-10 years from retirement, one year away from retirement, and for your first year after retirement...

Special Reports
Learn the 10 biggest federal retirement planning mistakes that many employees make before leaving civil service including CSRS, FERS, Thrift Savings Plan...