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...

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...

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...

This Session CoversAn 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...

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 H...

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 Life Insurance for Federal EmployeesGroup 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 in...

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...

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...

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 FundsAn over...

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 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 Th...