Ed Zurndorfer discusses which individuals are required to file a 2025 federal income tax return, how to file a return, and filing deadlines. Included is a checklist of the personal information and documents you’ll need plus ways to file for free more…
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New Postal Rule Could Delay Processing of Your Tax Returns
Ed Zurndorfer explains the rule and gives federal employees and retirees the steps to avoid penalties, interest and late claims this year more…
TSP Roth In-Plan Conversion: Calculators, How-To Guide & Video Tutorial
The new TSP Roth In-Plan Conversion Option started Jan. 28. Are you confused about what it is? Is it the right option for you? Here are several tools from the TSP to help, including a 20-page guide, tutorial video, and two online calculators more…
Monthly Guide to Getting Your Finances on Track
Big, sweeping New Year’s resolutions can be tough to stick to. To help you get your finances on track, Chris Kowalik has broken down some smaller financial goals for you to work on month-by-month this year more…
Larger TSP Balances Mean Larger RMDs During 2026
While the stock market performance is encouraging news for Thrift Savings Plan participants, it also means federal employees and retirees should take some tax-planning moves. Ed Zurndorfer outlines 3 actions that traditional TSP participants may want to consider in order to reduce 2026 required minimum distributions (RMDs) more…
35% Pay Raise Proposed for Some Federal Employees
If passed, the Federal Correctional Officer Paycheck Protection Act would give a 35% special salary rate increase for correctional officers at the Bureau of Prisons to address staff shortages nationwide. more…
TSP Issues Policies on New Roth In-Plan Conversion Option starting Jan. 28
The Thrift Savings Plan posted details on the new Roth In-Plan Conversion Option which starts Jan. 28. It includes FAQs, important policies, tax considerations, and a helpful guide on deciding whether this is a good option for you more…
What Are Trump Savings Accounts and How Do They Work?
A new federal program was passed into law as part of the 2025 One Big Beautiful Bill Act (OBBBA). Ed Zurndorfer explains how these individual retirement-style investment accounts work, and several reason why they likely make sense for many of those eligible more…
Top 3 Professionals to Help You Plan for Retirement
As you prepare to put your life and financial goals in order, it’s best you seek the advice of people who can help you set all your affairs in order, so you can retire with confidence. Chris Kowalik outlines the top three professionals you should seek assistance from more…
What Federal Employees & Retirees Should Know About the Medicare General Enrollment Period
Each year, the Center for Medicare and Medicare Services conducts a General Enrollment Period (GEP) from January 1 through March 31. Ed Zurndorfer discusses how federal employees and retirees are affected by it including eligibility requirements, what parts of Medicare they can enroll in, when Medicare coverage starts, and how it works with the Federal Employees Health benefits program (FEHB). Practical examples are included. more…