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.

Why Transferring Traditional TSP to a Roth IRA Makes Sense At This Time for Many Federal Employees

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

Federal benefits and tax expert, Ed Zurndorfer, explains why many could likely be in a higher marginal tax bracket by the time they withdraw their traditional TSP and traditional IRA accounts — and provides recommended steps for employees and annuitants more…

Why Transferring Traditional TSP to a Roth IRA Makes Sense At This Time for Many Federal Employees

What is the Best Time of Year to Take a Required Minimum Distribution?

End-of-Year 2019 Tax Saving Moves Start with Looking at Your 2018 Federal Tax Return

Don’t Lose Your Agency’s TSP Matching Contributions in 2020

What Is a Health Reimbursement Arrangement (HRA) — And How Does a Federal Employee or Retiree Qualify for One?

Federal Employees and Retirees Can Pay Medical Expenses in a Tax-Favored Way with a Health Savings Account

Former Spouses May be Eligible to Enroll in the FEHB Program

What Changes in FEHB Enrollment Are Permitted During — and Outside — of Open Season?

FEHB Enrollment Options and Considerations for 2019 Open Season

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

Articles by Edward A. Zurndorfer, Certified Financial Planner

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