Ed Zurndorfer discusses the Social Security earnings test — including how it is used and which beneficiaries are affected by it. Several practical examples are provided more…
Federal Employees and Retirees Traveling Overseas Should Check Their Health Insurance Coverage
Ed Zurndorfer provides important tips for those who plan to travel overseas. Will FEHB cover your costs? Or will you need to purchase a travel medical insurance policy? more…
Quirks of Waiting Until Full Retirement Age to Claim Social Security Benefits
Ed Zurndorfer outlines some of the challenges federal employees and retirees should be aware of when waiting until they reach FRA to start receiving their monthly Social Security benefits. Practical examples are included more…
How the One Big Beautiful Bill Act Affects Federal Employees and Retirees
Ed Zurndorfer outlines how the new legislation will affect their 2025 federal income taxes and how critical changes could affect tax planning for 2025 and beyond more…
Using QLACs to Minimize TSP RMDs and Create Guaranteed Income
Ed Zurndorfer outlines how federal employees and retirees who have Thrift Savings Plan accounts can use Qualified Longevity Annuity Contracts to reduce required minimum distributions and create guaranteed lifetime income more…