A recent study compared the 50 states across 46 key indicators of retirement-friendliness including tax rates, cost of living, and access to quality medical care and fun activities. Here’s what they found… more…
Latest Articles
How to File a Tax Return for An Individual Who Died
Filing a tax return for the year an individual dies presents some unique filing and reporting rules. Ed Zurndorfer discusses the rules and provides the list of forms (with links) that the tax filer may need more…
Understanding the Complicated Roth TSP to Roth IRA Rollover Rules
Upon retiring from federal service, a Roth TSP participant has the option of rolling over their Roth TSP account to a Roth IRA. But this rollover one of the most complicated transfers, and can have major federal and tax consequences. Ed Zurndorfer explains the three most critical pieces of the rollover that federal employees and retirees need to consider more…
Legislation Would Guarantee Pay for Federal Employees and Contractors in Government Shutdowns
If passed, the True Shutdown Fairness Act would also prevent layoffs during any government shutdowns in fiscal year 2026 more…
Who Must File a 2025 Federal Income Tax Return, How to File, and Filing Deadlines
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…
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…