Ed Zurndorfer discusses why every federal employee should think about how their assets will be disposed of at death — including personal residences, life insurance, Thrift Savings Plan, IRA funds, non-retirement brokerage accounts, checking and savings accounts and personal items more…
Financial Planning Pep Talk for Federal Employees
Federal retirement expert, Chris Kowalik, discusses how procrastination can derail your financial planning — and provides tips on reaching your goals more…
How to Calculate a Retiring Federal Employee’s Starting FERS Gross Annuity
Ed Zurndorfer explains who the Office of Personnel Management makes the calculation of a retiring FERS employee’s starting FERS gross annuity at retirement. more…
How to Avoid the Biggest Mistakes in Making Beneficiary Designations
A complete and comprehensive estate plan includes properly filled out beneficiary designation forms. Ed Zurndorfer discusses what federal employees need to consider in avoiding the 10 biggest mistakes in making their beneficiary designations more…
Thrift Savings Plan RMD and IRA Planning Strategies
The SECURE Act 2.0 resulted in several changes to the Thrift Savings Plan and IRAs. Ed Zurndorfer outlines a number of planning issues surrounding required minimum distributions (RMDs) for both active federal employees and retirees more…