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Understanding Your Federal Retirement B...
This Session Covers An Overview of FERS & Different Types of Retirement Types of service used for determining eligibility to retire under FERS Employee and agency contributions to FERS Military service and temporary time The FERS annuity computation Minimum age and service requirements Early retirement Deferred retirement and “postponed” retirement Understanding the Annuity Computation Amount of an annuity Length of service and...
April 2, 2024
Organizer: Serving Those Who Serve
Location: Webcast
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Understanding Your Survivor Benefits
An Overview of FERS & CSRS Survivor Benefits Differences between the two retirement systems’ survivor benefits Qualifying relatives Cost of electing survivor benefits What forms should be filled out to ensure qualifying relatives receive the survivorship Other Information for FERS & CSRS Annuitants Spousal Survivor annuities (including former spouses) Cost to give an insurable interest survivor annuity Information about the basic...
April 4, 2024
Organizer: Serving Those Who Serve
Location: Webcast
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Tax Planning with Ed Zurndorfer
This Session Covers An Overview of How Federal Benefits are Taxed FERS Annuity CSRS Annuity TSP Withdrawals from both Traditional and Roth TSP accounts 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 rate...
April 9, 2024
Organizer: Serving Those Who Serve
Location: Webcast
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Financial Planning for Federal Employees
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 Financial Planning Topics for Feds Setting goals Practical considerations Projecting future income needs How much money will you need saved when you retire? How do your federal benefits come into play? The Retirement “Tripod” CSRS...
April 12, 2024
Organizer: Serving Those Who Serve
Location: Webcast
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Understanding Your Federal Retirement B...
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 CoversAn Overview of CSRS & Different Types of Retirement Types of service used for determining eligibility to retire under CSRS Employee and agency contributions to CSRS Military service and temporary time The CSRS annuity computation Minimum age and service r...
April 18, 2024
Organizer: Serving Those Who Serve
Location: Webcast
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Understanding Your FEGLI Benefits
An Overview of Life Insurance for Federal Employees Group Life, including the Federal Employee Group Life Insurance Plan (FEGLI), and individual like policies from private companies, with information about term life insurance versus permanent or whole life insurance. Understanding the FEGLI Plan In depth education about FEGLI Basic, and Options A, B, and C- including considerations all feds should make about FEGLI when approaching retirement....
May 8, 2024
Organizer: Serving Those Who Serve
Location: Webcast
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Understanding Your Social Security Benefits
An Overview of the 4 Types of Social Security Benefits Retirement, disability, survivor, Medicare Eligiblity requirements for each type, How the amounts are calculated How they apply to the financial plans of federal employees, both FERS and CSRS employees Understanding the Common Pitfalls The Windfall Elimination Program for CSRS Earnings Test Special Retirement Supplement for FERS Government Pension Offsets (GPO) How the benefits are taxed I...
May 9, 2024
Organizer: Serving Those Who Serve
Location: Webcast
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Tax Planning with Ed Zurndorfer
An Overview of How Federal Benefits are Taxed FERS Annuity CSRS Annuity TSP Withdrawals from both Traditional and Roth TSP accounts 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. The 2017 Tax Law...
May 14, 2024
Organizer: Serving Those Who Serve
Location: Webcast
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TSP Planning With Ed Zurndorfer
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,...
May 17, 2024
Organizer: Serving Those Who Serve
Location: Webcast
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Long Term Care Webinar: Understanding FLTCIP
A Detailed Overview of Long Term Care Insurance Costs Inflation protection Benefit amounts Waiting periods Activities of daily living Everything you need to know to make a decision about Long Term Care insurance. Understanding Your LTC Options Pros and cons of the Federal LTC Insurance Program Alternatives to LTC insurance ... plus more information about Long Term Care insurance specifically for federal employees.
May 23, 2024
Organizer: Serving Those Who Serve
Location: Webcast
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