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Ed Zurndorfer discusses how converting traditional IRAs, and/or rollovers of traditional TSP to traditional IRAs (which are then converted to Roth IRAs) can result in estate tax savings for federal retirees more…

Eligible federal employees aged 50 and older can continue making catch-up contributions to the traditional Thrift Savings Plan rather than being required to have their catch-up contributions go the Roth TSP more…

Ed Zurndorfer explains why an increasing number of federal employees and retirees may want to consider self-insuring as a means of supplementing their FLTCIP LTC coverage rather than pay additional premiums in order to keep their FLTCIP benefits more…

Ed Zurndorfer discusses the IRS’ guidance and relief for those who may have mistakenly taken a required minimum distribution from a retirement plan during 2023. The deadline is Sept. 30 more…

September 30 is an important date when it comes to IRAs in which the IRA owner named multiple beneficiaries. It is the deadline for determining whether the IRA has designated beneficiaries more…

Ed Zurndorfer discusses the eligibility requirements and choices of how much of their Option A, Option B and Option C Federal Employees Group Life Insurances they want to retain in retirement more…

Ed Zurndorfer outlines the requirements and choices a federal employee has to keep the Federal Employees Group Life insurance “Basic Insurance” into retirement. Practical examples are included more…

Ed Zurndorfer discusses the several types of individual term life insurance policies and how they work more…