Federal benefits and tax expert, Ed Zurndorder, discusses which deductions have been eliminated and limited and why the standard deduction may benefit more individuals more…
New Tax Law Presents Challenges for Preparing 2018 Income Tax Returns
Federal benefits and tax expert, Ed Zurndorfer, highlights 14 of the major changes tax payers will face when filing for federal income taxes under the new law more…
Top 10 Tax Deductions Eliminated or Limited for 2018
Federal benefits expert, Ed Zurndorfer, discusses the more popular provisions in effect for tax years 2018 through 2025 which became law as a result of the Tax Cuts and Jobs Act more…
Every Federal Employee Needs An Estate Plan
Federal benefits expert Ed Zurndorfer discusses why every federal employee should think about how their assets will be disposed of at death — including personal residences, life insurance, Thrift Savings Plan, IRA funds, non-retirement brokerage accounts, checking and savings accounts and personal items more…
Should Federal Retirees Enroll in Medicare?
Federal benefits expert, Ed Zurndorfer, provides answers to the frequently asked questions: Why should federal retirees enroll in Medicare? When should they enroll? Is there a late enrollment penalty? Which is “primary” coverage — Medicare or FEHB? more…
Best Dates to Retire for CSRS and FERS Employees 2019, 2020 and 2021
Choosing the the best day of the month and year to retire may present a financial challenge. Federal benefits expert, Ed Zurndorfer, outlines the strategy for choosing the best date analyzing several factors more…
5 Year-End Tax Saving Strategies
Federal benefits expert, Ed Zurndorfer, explains how the new tax rules have changed the planning process in order to minimize 2018 federal income tax liability more…
Non-Spousal Beneficiaries Have Until Dec. 31 to Take RMDs from Inherited IRAs
Federal benefits expert, Ed Zurndorfer, discusses the RMD requirements for inherited IRA owners including when they must start, how the RMD is calculated, and the IRS penalty for not taking the RMD more…
10 Ways for Federal Employees to Maximize Their Future Social Security Benefits
Changes to Social Security filing rules have resulted in modifications to claiming benefit strategies for many individuals. Federal benefits expert, Ed Zurndorfer, provides an outline of these changes for federal employees more…
Medicare Issues Facing Federal Employees Working Past Age 65
Federal benefits expert, Ed Zurndorfer, addresses some common questions concerning Medicare enrollment for federal employees who continue to work in federal service past age 65. more…