TSP Planning with Ed Zurndorfer

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.