A Complimentary Webinar by Serving Those Who Serve: TSP Planning



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 the Thrift Savings Plan (TSP):

Contributions and how they work, including limits and getting the biggest match, plus ways to maximize tax savings, and the main differences between Roth and Traditional TSP accounts

 

Understanding the Different Funds:

An overview of the five main TSP funds (G, F, C, S, & I) and the Lifecycle (or "L" Funds), plus tips for developing an effective investment strategy that matches your time horizon, risk tolerance, and other individual factors

 

Other Information About the TSP:

Withdrawal options, loans, taxation, the TSP annuity options, mixed withdrawal, and 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

Air Force, Army, Navy & Marine Corps, Intelligence Agencies, DOD & Military, Office of the President (includes OMB), Dept of Agriculture, Dept of Commerce, Dept of Education, Dept of Energy, Dept of Health & Human Services, Dept of Homeland Security, Dept of Housing & Urban Development, Dept of the Interior, Dept of Justice, Dept of Labor, Dept of State, Dept of Transportation, Dept of Treasury, Dept of Veterans Affairs, EPA, GSA, USPS, SSA, NASA, Legislative Agencies (GAO, GPO, LOC, etc.), Judicial Branch Agencies, CIA, FEMA, Office of Personnel Management, Coast Guard, National Institutes of Health, FAA, Census Bureau, USAID, National Guard Association, Federal Government, FDA, NSA, FCC


Event Type
Virtual


This event has no exhibitor/sponsor opportunities


When
Fri, Feb 10, 2023, 9:00am - 12:00pm


Cost
Complimentary:    $ 0.00


Website
Click here to visit event website


Organizer
Serving Those Who Serve


Contact Event Organizer



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