Ed Zurndorfer highlights some of the important issues when a traditional IRA or a Roth IRA owner wants to name a minor as a beneficiary — including required minimum distributions and trusts more…
Cryptocurrency Investors Need to Focus on Tax Issues Before Year-End
While cryptocurrencies have had a down year in 2022, the IRS in not losing interest in them. Ed Zurndorfer explains why cryptocurrency holders should focus on some of the tax issues associated with this type of investing more…
Year-End Tax Moves to Make Before 2023
Ed Zurndorfer outlines some actions that federal employees and retirees should consider performing during this last week of 2022 more…
2023 Thrift Savings Plan Strategies Federal Employees Should Consider
Ed Zurndorfer highlights important considerations for Thrift Savings Plan participants including contributions in both 2022 and 2023, Traditional vs. Roth TSP decisions, and required minimum distributions (RMDs). Several examples are provided. more…
When Will the 2023 Federal Pay Raise Be Announced?
The White House and the Office of Personnel Management will take several steps this month to finalize the 2023 federal pay raise and publish the official pay tables more…