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 rates.

The 2017 Tax Law

How it affects Federal Employees
Things to watch out for
2020 tax brackets
IRA Contribution Limits
How Medicare affects taxes ... plus more!

Speaker and Presenter Information

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.

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, CIA, FEMA, Office of Personnel Management, Coast Guard, National Institutes of Health, FAA, Census Bureau, USAID, National Guard Association, Federal Government, FDA, NSA, FCC