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.

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…

10 TSP and IRA Rollover Errors Federal Employees and Retirees Should Avoid

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

Federal benefits expert, Ed Zurndorfer, outlines the most significant violations and errors that can cause excess taxes and penalties more…

5 Mid-Year 2019 Retirement Planning Recommendations for Federal Employees and Retirees

July 16, 2019 - By Edward A. Zurndorfer, Certified Financial Planner

Many federal employees and retirees are still recuperating from this past tax filing season. Federal benefits expert, Ed Zurndorfer, makes some suggestions for IRA and retirement planning for 2019 and beyond more…

Social Security’s Lump Sum Death Benefit for Eligible Family Members

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

Federal benefits expert, Ed Zurndorfer, discusses what the Social Security lump sum death benefit payment is, who is eligible (and not eligible), and the application procedures more…

Social Security Provides Survivor Benefits for Widows and Widowers

June 25, 2019 - By Edward A. Zurndorfer, Certified Financial Planner

Federal benefits expert, Ed Zurndorfer, explains what the benefits are, who is entitled to them, and how to apply more…

What Is the Lump Sum Death Benefit and Who Is Eligible to Receive It?

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

Federal benefits expert, Ed Zurndorfer, discusses the lump sum death benefit paid to survivors of deceased CSRS or FERS employees and retirees. more…

Survivor Benefits Paid to a Spouse or Former Spouse of a Deceased Federal Employee

June 13, 2019 - By Edward A. Zurndorfer, Certified Financial Planner

Federal benefits expert, Ed Zurndorfer, presents how spouses (or former spouses) of federal employees may be entitled to certain survivor benefits upon the death of the employee. Charts and worksheets are provided. more…

Guide for Surviving Beneficiaries Upon the Passing of an Active or Retired Federal Employee

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

Federal benefits expert, Ed Zurndorfer, provides a checklist of tasks that need to be performed to receive survivor benefits more…

How Medicare Affects Those With Health Savings Accounts in Retirement

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

Federal benefits expert, Ed Zurndorfer, helps federal employees and retirees navigate the considerations of having a tax-advantaged HSA while enrolled in Medicare more…