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Recent Articles

How New Tax Law Will Affect Health Care Costs for Federal Employees and Retirees

March 15, 2018 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Federal benefits expert, Ed Zurndorfer, discusses how the new tax law will affect FEHB plan premiums and Medicare part B costs more…

Retirement Relocation Tools: Taxes, Community Comparisons and More

March 15, 2018 My Federal Retirement

Are you considering relocation to a new community when you retire? My Federal Retirement has provided… more…

It’s Never Too Late to Start Making TSP Catch-Up Contributions

March 12, 2018 My Federal Retirement

Federal employees age 50 or over can supplement regular Thrift Savings Plan contributions to grow their retirement nest egg more…

TSP Annuity Calculator: How to Estimate Monthly TSP Annuity Payments

March 9, 2018 My Federal Retirement

To estimate your monthly TSP annuity payment you can use an online calculator or download a worksheet more…

Married Federal Employees Should Carefully Evaluate Their Tax Filing Status

March 8, 2018 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Under the new tax law, more married couples will likely be filing separately rather than jointly on their tax returns. Federal benefits and tax expert, Ed Zurndorfer, discusses the importance of “running the numbers” before filing more…

Consequences of Unpaid TSP Loans for Retiring Federal Employees

February 28, 2018 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Federal benefits expert, Ed Zurndorfer, discusses the consequences of an unpaid Thrift Savings Plan loan — and how to avoid the tax liability and possible IRS early withdrawal penalty more…

Best Times to the Call the TSP’s ThriftLine

February 23, 2018 My Federal Retirement

The Thrift Savings Plan outlines the better times of the day and week to call the TSP phone number for assistance more…

New Tax Law Makes Qualified Charitable Distributions More Attractive for Federal Employees and Retirees

February 14, 2018 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Ed Zurndorfer explains why federal employees and retirees with traditional Thrift Savings Plan accounts and IRAs can benefit from qualified charitable distributions in the new tax law more…

Significant Cuts to Federal Retirement Benefits Proposed by White House in 2019 Budget

February 12, 2018 My Federal Retirement

The White House released its fiscal year 2019 budget proposal Monday that includes significant changes… more…

Consequences of Thrift Savings Plan Hardship Withdrawals

January 18, 2018 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Federal benefits expert, Ed Zurndorfer, discusses the consequences of financial hardship TSP withdrawals — and the TSP’s temporary changes for victims of recent hurricanes and wildfires more…

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