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 Tax Planning 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

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 FENDs 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.

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, 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