Latest Articles

The across-the-board base pay increase will be 4.7 percent and locality pay increases will average 0.5 percent, resulting in an overall average increase of 5.2 percent more…

Ed Zurndorfer discusses how an individual can reduce his or her estate during their lifetime and possibly avoid a coming increase in federal estate taxes in current law more…

Ed Zurndorfer outlines how a Thrift Savings Plan participant can rollover qualified retirement plans such as 401(k), 403(b), 457 plans and/or a traditional IRA to an existing TSP account more…

The IRS usually announces official limits for the coming year in late October more…

Parents of college-bound students are advised to make sure that they have access to their children’s financial and medical records. Ed Zurndorfer discusses some of the most important legal and permission documents more…

Ed Zurndorfer provides five considerations when a federal employee or a retiree chooses a trustee as part of the development of a proper estate plan more…

Ed Zurndorfer outlines some of the important factors to successfully complete the TSP beneficiary Form TSP-3 more…

Ed Zurndorfer discusses the benefits of a child regularly contributing to Roth IRA starting when they are in high school or college more…

Ed Zurndorfer explains why those federal employees age 50 and over who will be required to put their Thrift Savings Plan catch-up contributions into the Roth TSP may come out ahead more…

Legislation introduced last month would allow workers to deduct common employment expenses such as travel… more…