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Estate Planning for Federal Employees
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.
March 28, 2024
Organizer: Serving Those Who Serve
Location: Webcast
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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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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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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,...
April 11, 2024
Organizer: Serving Those Who Serve
Location: Virtual
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Understanding Your FEHB & Medicare Benefits
An Overview of Health Insurance for Federal Employees An overview of federal health benefits in retirement Premium costs Plan changes and what to know about Open Seasons TriCare and other FEHB plans Healthcare Flexible Savings Account strategies, Medicare Understanding the Vision and Dental Plans Enrollment Premiums How it works with your Health Benefits, Annuity, TSP and other components of the Federal Retirement Benefit Package ... plus more!
April 17, 2024
Organizer: Serving Those Who Serve
Location: Virtual
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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 TSP for Special Provision...
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 Virtu...
April 25, 2024
Organizer: Serving Those Who Serve
Location: Virtual
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Understanding Your Federal Retirement B...
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 unused sick leave H...
May 2, 2024
Organizer: Serving Those Who Serve
Location: Virtual
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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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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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