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…

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…

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…

If passed, the True Shutdown Fairness Act would also prevent layoffs during any government shutdowns in fiscal year 2026 more…

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…