Tax Planning With Ed Zurndorfer
Join us for a virtual retirement benefits webinar for Federal Government Employees.
From a local “federal benefits guru,” Ed Zurndorfer- you will be learning about the mechanics and intricacies of the Federal Government’s benefits package for its employees.
Most attendees say they wished they had come decades earlier, but it’s never too late to learn about the benefits that will support you in your retirement.
The Virtual Training Session Will Cover:
An Overview of How Federal Benefits are Taxed:
FERS Annuity, CSRS Annuity, TSP Withdrawals from both Traditional and Roth TSP accounts, and Survivor Benefits- Ed reviews how the IRS treats each of these items for Federal Employees
Other Taxation Topics to Consider:
The taxation of Social Security Benefits, how much the state you live in impacts your net amount of income, and which states have the highest and lowest property tax rates
Information About the 2017 Tax Law:
How it affects Federal Employees, things to watch out for, 2020 tax brackets, IRA Contribution Limits, and how Medicare affects taxes, plus more!
Speaker and Presenter Information
Edward A. Zurndorfer, EA, CFP, CLU, ChFC, CEBS has been conducting Federal employee benefits and planning for retirement workshops at various Federal agencies throughout the country since 1999.
Mr. Zurndorfer has written numerous publications for the Federal Employees News Digest (FEND) on Federal employee benefits and is the moderator of FEND’s popular Federal Soup Question and Answer Forum. Ed is the top contributor for FedSoup. Ed also writes a weekly column on Federal employee benefits and retirement issues. He has also been heard on Federal News Radio.
In addition, Ed is the owner of EZ Accounting and Financial Services, an accounting practice that serves of 200+ clients throughout the country and he is an Enrolled agent, representing taxpayers in disputes before the IRS.
Relevant Government Agencies
Office of Personnel Management, Federal Government
Event Type
Webcast
This event has no exhibitor/sponsor opportunities
When
Wed, Jan 12, 2022, 11:00am - 2:00pm
ET
Cost
Complimentary: $ 0.00
Website
Click here to visit event website
Organizer
Serving Those Who Serve