Federal benefits expert, Ed Zurndorfer, explains the complicated “kiddie” tax — how Congress changed it in 2018, then reversed the changes — and the important choices affected individuals now have more…
Inheriting IRAs and TSP Gets More Complicated for Non-Spousal Heirs Under SECURE Act
Federal benefits expert, Ed Zurndorfer, discusses the new rules that affect IRA owners and TSP participants who name non-spousal beneficiaries of their accounts more…
Tax Issues Facing Federal Employees Who Divorce — Part I: Dividing Income and Deductions
Federal benefits and tax expert, Ed Zurndorfer, discusses dividing up income and deductions between spouses who divorced more…
Significant Changes Coming to TSP and IRAs from SECURE Act
The new rules for IRAs and the TSP mean a new landscape for retirement and estate planning for federal employees and retirees. Federal benefits expert, Ed Zurndorfer, explains why more…
What is the Best Time of Year to Take a Required Minimum Distribution?
While there’s no right or wrong answer, here are some important factors that Thrift Savings Plan participants and IRA owners should consider when making the decision more…
Federal Employees and Retirees Can Pay Medical Expenses in a Tax-Favored Way with a Health Savings Account
Federal benefits expert, Ed Zurndorfer, discusses the requirements to own and contribute to an HSA — and the benefits of making withdrawals to pay qualified medical expenses more…
Former Spouses May be Eligible to Enroll in the FEHB Program
Federal benefits expert, Ed Zurndorfer, discusses the spouse equity provisions and FEHB program rules for former spouses more…
What Changes in FEHB Enrollment Are Permitted During — and Outside — of Open Season?
Federal benefits expert, Ed Zurndorfer, explains some of the confusing ins and outs of enrollment and changes in the Federal Employees Health Benefits program more…
FEHB Enrollment Options and Considerations for 2019 Open Season
Federal benefits expert, Ed Zurndorfer, outlines the types of Federal Employees Health Benefits program enrollment available — plus discusses four often-overlooked considerations for making a selection more…
Planning Opportunities for Bequesting the TSP to Non-Spouse Beneficiaries May Get Curtailed
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…