A Complimentary Webinar by Serving Those Who Serve, featuring Ed Zurndorfer: TSP Planning
Don't miss the opportunity to learn from one of the leading professionals on Federal Employee Benefits, Ed Zurndorfer, in a complimentary webinar for federal employees.
This Session Covers
An Overview of the Thrift Savings Plan (TSP)- Contributions and how they work, including limits and getting the biggest match
- Ways to maximize tax savings
- 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, plus more!
* Raymond James is not affiliated with Ed Zurndorfer. Any opinions are those of Ed Zurndorfer and not necessarily those of Raymond James.
Speaker and Presenter Information
A former career Federal employee, Ed has published a staggering 1,200+ separate articles on Federal Benefits and Retirement! Just “Google” his name, and you are likely to find a plethora of sites that contain his writings. Drawn to its mission to reach, teach and serve Feds, Serving Those Who Serve is the only financial planning practice with which Ed has chosen to affiliate in over 20 years teaching. In addition to conducting Federal Benefits seminars for Serving Those Who Serve, you can find Ed’s writings on our blog, in the FedZone, and on Fed-Soup, MyFederalRetirement, FederalNews Radio and NITP. He is a member of the Maryland Society of Accountants, the National Association of Enrolled Agents, the International Society of Certified Employee Benefits Specialists, the Financial Planning Association, the National Association of Health Underwriters, and the Society of Financial Service Professionals. Since 1999, Ed has taught many thousands of Federal employees about their benefits, in person and at Federal agencies all over the country. Ed is a true national treasure.
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, Other Federal Agencies, Legislative Agencies (GAO, GPO, LOC, etc.), Judicial Branch Agencies, County Government, CIA, FEMA, Census Bureau, Office of Personnel Management, Coast Guard, National Institutes of Health, FAA, USAID, National Guard Association, EEOC, Federal Government, FDA, NSA, FCC
Event Type
Webcast
This event has no exhibitor/sponsor opportunities
When
Wed, Jan 17, 2024, 11:00am - 2:00pm
ET
Cost
Complimentary: $ 0.00
Website
Click here to visit event website
Organizer
Serving Those Who Serve