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New IRS Life Expectancy Tables Will Impact Many Federal Employees and Retirees on Jan. 1, 2022

December 14, 2021 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Federal benefits expert, Ed Zurndorfer, discusses the impacts of new life expectancy tables for calculating required minimum distributions (RMDs) for IRAs, the Thrift Savings Plan and other retirement plans more…

Federal Employees Should Act Now to Avoid Missing 2021 Tax Savings Opportunities

December 2, 2021 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Federal benefits and tax expert, Ed Zurndorfer, outlines tax moves that many federal employees should consider performing in order to reduce their 2021 federal tax liability more…

Proposed Legislation Would Expand Social Security, Repeal GPO and WEP

November 23, 2021 My Federal Retirement

Social Security

If passed the “Social Security 2100: A Sacred Trust” bill would increase Social Security benefits, improve the cost-of-living adjustment (COLA) calculation, and change and repeal the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) more…

Legislation Would Reform Social Security’s Windfall Elimination Provision

November 12, 2021 My Federal Retirement

If passed, the “Equal Treatment of Public Servants Act of 2021″ would permanently replace the Windfall Elimination Provision (WEP) for those affected with a new formula for calculating Social Security benefits more…

2022 FEHB Choices for Federal Employees & Retirees

November 12, 2021 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Federal benefits expert, Ed Zurndorfer, outlines the changes that can be made during open season in the Federal Employees Health Benefits program — plus provides a checklist for retiring employees who are keeping their FEHB benefits for themselves and eligible family members during retirement. more…

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