Federal retirement expert, Chris Kowalik, discusses some important considerations on one of the biggest decisions federal employees nearing retirement have to make: the spousal survivor benefits plan more…
10 Mid-Year Tax Saving Moves for Federal Employees
Personal and financial events can have a big impact on one’s annual tax bill. Federal benefits expert, Ed Zurndorfer, presents 10 tax saving ideas federal employees should consider more…
Federal Employees Ineligible to Contribute to a Roth IRA Can Use a ‘Backdoor’ Strategy
Federal benefits expert, Ed Zurndorfer, discusses how individuals can indirectly contribute to a Roth IRA through a backdoor strategy — even when their modified adjusted gross income exceeds the IRS specified limits more…
Federal Couples: Making Decisions for Retirement
Federal retirement expert, Chris Kowalik, provides insight on how federal employees married to one another likely have different choices on some key benefits decisions than employees married to a non-federal spouse. This episode includes a transcript more…
Why Federal Employees Should Review the Status of Their Traditional IRAs
Federal benefits expert, Ed Zurndorfer,discusses why reviewing the status of one’s traditional IRAs is important for retirement planning purposes more…