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What You Should Do Five Years from Federal Retirement

July 23, 2024 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

It is never too early to begin planning for retirement from federal service, but at a minimum employees should start at least five years out. Ed Zurndorfer explains why planning five years ahead for retirement is important, with several tips including life/health insurance and Social Security more…

FEGLI Options in Retirement

July 18, 2024 Chris Kowalik

TSP - Thrift Savings Plan

Chris Kowalik discusses if you should you keep Federal Employees Group Life Insurance, ditch it, or customize it in retirement more…

Options for Federal Employees Who Leave Federal Service Before Eligible for Retirement

Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Ed Zurndorfer discusses the options for CSRS- covered and FERS -covered employees who leave federal service before becoming eligible for any type of retirement, including requesting a refund of retirement contributions and rolling over rollover the refund payment to an IRA a qualified employer-sponsored retirement plan more…

Understanding the FERS Retirement Options

Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

FERS - Federal Employees Retirement System

It is important for those covered by the Federal Employees Retirement System — no matter if they are recently hired, mid-career, or within five to 10 years of retirement age — to have a full understanding of their retirement options. Ed Zurndorfer outlines the various options. more…

How Does a Roth TSP Rollover to a Roth IRA Work?

July 12, 2024 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Ed Zurndorfer answers two important questions that every Roth Thrift Savings Plan participant should ask before requesting a rollover to a Roth IRA. Practical examples are included more…

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