While the new Thrift Savings Plan withdrawal options allow for more flexibility, federal benefits expert Ed Zurndorfer explains the rules that have not changed more…
Understanding the New Changes to TSP Withdrawal Options – Part 3
Federal benefits expert, Ed Zurndorfer discusses the pros and cons of the new rules for withdrawing payments from both traditional and Roth TSP accounts more…
Understanding the New Changes to TSP Withdrawal Options – Part 2
Federal benefits expert, Ed Zurndorfer, discusses the new rules and available options to making partial withdrawals from a TSP account — including the advantages and disadvantages. more…
Understanding the New Changes to TSP Withdrawal Options – Part I
Federal benefits expert, Ed Zurndorfer, outlines the the changes to TSP’s installment withdrawals/payments — and discusses the advantages and disadvantages more…
Some Federal Employees, Retirees May Need to Make 2019 Estimated Tax Payments
Federal benefits and tax expert, Ed Zurndorfer, discusses who (and why) certain federal employees and annuitants will need to make estimated tax payments this year more…
5 Mid-Year 2019 Retirement Planning Recommendations for Federal Employees and Retirees
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
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…
What Is the Lump Sum Death Benefit and Who Is Eligible to Receive It?
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
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
Federal benefits expert, Ed Zurndorfer, provides a checklist of tasks that need to be performed to receive survivor benefits more…