Articles by Edward A. Zurndorfer, Certified Financial Planner

Edward A. Zurndorfer is a Certified Financial Planner (CFP®), Chartered Financial Consultant, Chartered Life Underwriter, Certified Employee Benefits Specialist and Enrolled Agent in Silver Spring, MD and the owner of EZ Accounting and Financial Services, an accounting, tax preparation and financial planning firm also located in Silver Spring, MD. He is a seminar speaker at federal employee retirement seminars throughout the country and has written numerous publications on federal retirement topics.

Planning Opportunities for Bequesting the TSP to Non-Spouse Beneficiaries May Get Curtailed

October 15, 2019 - By Edward A. Zurndorfer, Certified Financial Planner

Federal benefits expert, Ed Zurndorfer, discusses why non-spouse beneficiaries (such as children, grandchildren or siblings) of TSP participants are not allowed to use the new withdrawal options more…

4 Important Rules That Did NOT Change With the New TSP Withdrawal Options

October 8, 2019 - By Edward A. Zurndorfer, Certified Financial Planner

While the new Thrift Savings Plan withdrawal options allow for more flexibility, federal benefits expert Ed Zurndorfer explains the rules that have not changed more…

Understanding the New Changes to TSP Withdrawal Options – Part 3

September 30, 2019 - By Edward A. Zurndorfer, Certified Financial Planner

Federal benefits expert, Ed Zurndorfer discusses the pros and cons of the new rules for withdrawing payments from both traditional and Roth TSP accounts more…

Understanding the New Changes to TSP Withdrawal Options – Part 2

September 23, 2019 - By Edward A. Zurndorfer, Certified Financial Planner

Federal benefits expert, Ed Zurndorfer, discusses the new rules and available options to making partial withdrawals from a TSP account — including the advantages and disadvantages. more…

Understanding the New Changes to TSP Withdrawal Options – Part I

September 17, 2019 - By Edward A. Zurndorfer, Certified Financial Planner

Federal benefits expert, Ed Zurndorfer, outlines the the changes to TSP’s installment withdrawals/payments — and discusses the advantages and disadvantages more…

6 Differences Between TSP and IRAs Federal Employees and Retirees Should Know to Avoid Penalties and Tax Problems

September 11, 2019 - By Edward A. Zurndorfer, Certified Financial Planner

Federal benefits and tax expert, Ed Zurndorfer, provides insight of why not understanding these differences can result in huge penalties, tax liabilities and possible loss of retirement assets more…

Some Federal Employees, Retirees May Need to Make 2019 Estimated Tax Payments

September 3, 2019 - By Edward A. Zurndorfer, Certified Financial Planner

Federal benefits and tax expert, Ed Zurndorfer, discusses who (and why) certain federal employees and annuitants will need to make estimated tax payments this year more…

What Federal Employees Need to Know About Health Care Costs in Retirement

August 20, 2019 - By Edward A. Zurndorfer, Certified Financial Planner

Federal employee approaching retirement within the next 10 years often ask: “How much can I expect to spend in health care-related expenses during retirement?” Federal benefits expert, Ed Zurndorfer, addresses the issue. more…

Medicare Issues Facing Federal Employees Working Past Age 65

August 6, 2019 - By Edward A. Zurndorfer, Certified Financial Planner

Federal benefits expert, Ed Zurndorfer, provides an update to common questions concerning Medicare enrollment for federal employees who continue to work in federal service past age 65 more…

Social Security Issues Facing Federal Employees Working Past Age 65

July 30, 2019 - By Edward A. Zurndorfer, Certified Financial Planner

Federal benefits expert, Ed Zurndorfer, provides an updated overview of Social Security benefits including claiming considerations and strategies for those federal employees who continue working in federal service past age 65 more…