Ed Zurndorfer discusses the several types of individual term life insurance policies and how they work more…
Understanding Term Life Insurance
Ed Zurndorfer outlines what term life insurance is, the several types of term life insurance policies, and some advantages and disadvantages of owning a term life insurance policy more…
How to Avoid a Possible Increase in Federal Estate Taxes
Ed Zurndorfer discusses how an individual can reduce his or her estate during their lifetime and possibly avoid a coming increase in federal estate taxes in current law more…
Tips for Rolling Over 401(k) Retirement Plans and IRAs to the TSP
Ed Zurndorfer outlines how a Thrift Savings Plan participant can rollover qualified retirement plans such as 401(k), 403(b), 457 plans and/or a traditional IRA to an existing TSP account more…
Important Financial and Medical Documents for College Students
Parents of college-bound students are advised to make sure that they have access to their children’s financial and medical records. Ed Zurndorfer discusses some of the most important legal and permission documents more…
5 Considerations When Choosing an Estate Trustee
Ed Zurndorfer provides five considerations when a federal employee or a retiree chooses a trustee as part of the development of a proper estate plan more…
Making Sure Your TSP Beneficiary Form Is Accurate and Complete
Ed Zurndorfer outlines some of the important factors to successfully complete the TSP beneficiary Form TSP-3 more…
Encouraging Children or Grandchildren to Make Roth IRA Contributions
Ed Zurndorfer discusses the benefits of a child regularly contributing to Roth IRA starting when they are in high school or college more…
Some Federal Employees Required to Make ‘Catch-Up’ Contributions Only to Roth TSP in 2024
Ed Zurndorfer explains why those federal employees age 50 and over who will be required to put their Thrift Savings Plan catch-up contributions into the Roth TSP may come out ahead more…
Limited Relief on 2023 RMDs from IRS – Part II
Ed Zurndorfer discusses required minimum distributions relief for non-spousal beneficiaries of IRAs in which the IRA owner died more…