Learn why thousands of federal employees and retirees are protecting their their retirement savings from inflation and economic uncertainty.
A retired federal employee has several options for withdrawing from their Thrift Savings Plan accounts. Ed Zurndorfer outlines the the partial TSP distribution option including its tax consequences, the limit of distributions allowed, rollovers, and required minimum distributions (RMDs). Practical examples are included. more…
Estate Planning for Unmarried Couples
An estate plan is a group of critical documents that outline end-of-life wishes in case of illness or incapacitated state. Ed Zurndorfer provides estate planning tips for unmarried couples, and a checklist of the documents that both spouses should have more…
5 Tips to Evaluate Your Life Insurance Needs
Is your Federal Employees Group Life Insurance (FEGLI) enough? Life insurance needs change based on major life events, so it’s important to review your coverage regularly. Chris Kowalik guides you through five ways to evaluate your needs more…
Estate Planning for Married Couples
An estate plan is a group of critical documents that outline end-of-life wishes in case of illness or incapacitated state. Ed Zurndorfer provides estate planning tips for married couples, and a checklist of the documents that both spouses should have more…
Estate Planning for Singles
Estate planning is important for singles, couples or families. Ed Zurndorfer provides ten estate planning documents and strategies that are specifically designed for individuals more…