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…