Ed Zurndorfer outlines the cost-of-living adjustment for those in the Federal Employees Retirement System, how it’s determined, and the effect on annuities. Practical examples are included. more…
Understanding the 2024 COLA – Part I: CSRS/CSRS Offset Annuitants and Survivor Annuitants
Ed Zurndorfer outlines the cost-of-living adjustment for those in the Civil Service Retirement System, how it’s determined, and the effect on annuities. Practical examples are included. The second column in this series will discuss the 2024 COLA for FERS retirees more…
How a Charitable Gift Annuity Can Be Advantageous to Federal Employees and Retirees with Sizeable Estates
Ed Zurndorfer discusses how a charitable gift annuity works, the tax implications, advantages and disadvantages more…
Using an IRA Charitable Gift Annuity to Make a Charitable Donation and Receive Income for Life
Ed Zurndorfer presents information about charitable gift annuities including how they work, how they are taxed, what are their fees, and the risks associated with them more…
Answers to Tricky Tax Questions for the Thrift Savings Plan and IRAs
Ed Zurndorfer provides the answers to some of the most often asked questions pertaining to the Thrift Savings Plan and Individual Retirement Arrangements more…