Federal benefits expert, Ed Zurndorfer, explains the IRS’ clarification of the 10-year rule with respect IRAs in which an individual was named the beneficiary of a deceased individual’s IRA more…
TSP Likely to Offer Mutual Fund Window Including Climate Friendly Options in 2022
The window will allow TSP investors to allocate funds in their account to more than 5,000 investments more…
Roth Accounts Can be Useful for All Federal Employees — Retirees Could Pay Less in Medicare Part B Premiums
Federal benefits expert, Ed Zurdnorfer, explains how Roth TSP and IRA accounts can be useful for all federal employees – new, mid-career, and nearly retired – and why those retiring in the next 10 to 20 years with Roth accounts may pay less in monthly Medicare Part B premiums more…
Legislation Would Change Social Security’s COLA Calculation
If passed, the Fair COLA for Seniors Act of 2021 would potentially increase cost of living adjustments for Social Security and other federal retirement programs to reflect rising costs for seniors more…
The Importance of Naming a Successor Beneficiary to TSP and IRA Accounts
Federal benefits expert, Ed Zurndorfer, discusses the various considerations when designating a beneficiary if the primary beneficiary predeceases the account owner more…