Federal benefits expert, Ed Zurndorfer, helps federal employees and retirees navigate the considerations of having a tax-advantaged HSA while enrolled in Medicare more…
What Federal Employees Need to Know About FEHB and Medicare – Part 3
Federal benefits expert, Ed Zurndorfer, explains when a Federal Employee Health Benefits plan is considered primary coverage (pays the health care provider first) and Medicare is considered secondary coverage (pays the health care provider whatever remains of the health care expenses) more…
What Federal Employees Need to Know About FEHB and Medicare – Part 2
In part two of this series, federal benefits expert, Ed Zurndrofer, explains the consequences of not enrolling in Medicare when first eligible, the advantages of enrolling in Medicare Part B — plus issues regarding Medicare for married couples and those in TRICARE more…
What Federal Employees Need to Know About FEHB and Medicare – Part I
While most employees continue to be covered by the FEHB program once they retire , all federal employees are eligible for Medicare once they become age 65. Federal benefits expert, Ed Zurndorder, explains the basics of Medicare: eligibility, cost and how to determine when to enroll more…
Why Most Federal Employees Should Make Contributions to the Roth TSP
Only a small percentage of federal employees are contributing to the Roth TSP and/or Roth IRAs. Federal benefits and tax expert, Ed Zurndorfer, discusses why contributions to Roth accounts should be an important part of their retirement savings strategy more…
Many Federal Employees and Retirees Need to Fix Tax Withholding for 2019
Many federal employees and retirees had an unhappy surprise when they filed their 2018 income tax returns. Federal benefits and tax expert, Ed Zurndorfer, explains how to avoid large and unexpected income tax balances owed to the IRS or much smaller than expected federal tax refunds next year more…
April 1 Deadline for Some to Take First Required Minimum Distribution
Federal benefits expert, Ed Zurndorfer, discusses the rules for the first required minimum distribution (RMD) from traditional IRAs and/or qualified retirement plans such as the Thrift Savings Plan more…
New Tax Law Has Resulted in the Loss of Some Popular Tax Deductions
Federal benefits and tax expert, Ed Zurndorfer, discusses how they may affect federal employees as they prepare their 2018 federal tax returns more…
More Individuals May Be Eligible to Claim Expanded Child Tax Credit for 2018
Federal benefits and tax expert, Ed Zurndorfer, discusses the details of the expanded child tax credit in the new tax law, including who is eligible for it and the amount of the credit more…
Foreign Investments Bring Tax Reporting Challenges
Federal benefits and tax expert, Ed Zurndorfer, explains what investors need to know about foreign tax withholding and reporting foreign investment income on tax returns more…