Ed Zurndorfer discusses the IRS’ guidance and relief for those who may have mistakenly taken a required minimum distribution from a retirement plan during 2023. The deadline is Sept. 30 more…
Deadline for Federal Employees Who Inherit Individual Retirement Account Assets
September 30 is an important date when it comes to IRAs in which the IRA owner named multiple beneficiaries. It is the deadline for determining whether the IRA has designated beneficiaries more…
Many Long-Term Care Insurance Enrollees Affected by Premium Increase Effective Jan. 1, 2024
FLTCIP enrollees were sent sent letters this month about the premium increase with personalized options more…
Requirements & Choices to Maintain FEGLI Optional (A, B, C) Insurance in Retirement
Ed Zurndorfer discusses the eligibility requirements and choices of how much of their Option A, Option B and Option C Federal Employees Group Life Insurances they want to retain in retirement more…
Maintaining FEGLI Basic Life Insurance in Retirement
Ed Zurndorfer outlines the requirements and choices a federal employee has to keep the Federal Employees Group Life insurance “Basic Insurance” into retirement. Practical examples are included more…