Parents of college-bound students are advised to make sure that they have access to their children’s financial and medical records. Ed Zurndorfer discusses some of the most important legal and permission documents more…
5 Considerations When Choosing an Estate Trustee
Ed Zurndorfer provides five considerations when a federal employee or a retiree chooses a trustee as part of the development of a proper estate plan more…
Making Sure Your TSP Beneficiary Form Is Accurate and Complete
Ed Zurndorfer outlines some of the important factors to successfully complete the TSP beneficiary Form TSP-3 more…
Encouraging Children or Grandchildren to Make Roth IRA Contributions
Ed Zurndorfer discusses the benefits of a child regularly contributing to Roth IRA starting when they are in high school or college more…
Some Federal Employees Required to Make ‘Catch-Up’ Contributions Only to Roth TSP in 2024
Ed Zurndorfer explains why those federal employees age 50 and over who will be required to put their Thrift Savings Plan catch-up contributions into the Roth TSP may come out ahead more…