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Planning Opportunities for Bequesting the TSP to Non-Spouse Beneficiaries May Get Curtailed

October 21, 2019 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Federal benefits expert, Ed Zurndorfer, discusses why non-spouse beneficiaries (such as children, grandchildren or siblings) of TSP participants are not allowed to use the new withdrawal options more…

4 Important Rules That Did NOT Change With the New TSP Withdrawal Options

October 8, 2019 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

While the new Thrift Savings Plan withdrawal options allow for more flexibility, federal benefits expert Ed Zurndorfer explains the rules that have not changed more…

New Legislation Promises to ‘Fix’ Social Security Windfall Elimination Provision (WEP)

October 7, 2019 My Federal Retirement

If passed, the bill would provide a “fairer formula.” Current WEP retirees would receive $150 a month in relief payments more…

Understanding the New Changes to TSP Withdrawal Options – Part 3

September 30, 2019 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Federal benefits expert, Ed Zurndorfer discusses the pros and cons of the new rules for withdrawing payments from both traditional and Roth TSP accounts more…

Proposal to Provide Short-Term Disability Insurance for Federal Employees

September 26, 2019 My Federal Retirement

If passed, the legislation would help provide financial relief for federal employees who have a short-term injury or disability, become pregnant, or develop a pregnancy-related illness more…

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