Understanding Your Social Security Benefits
An 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 benefits are taxed
Information about Medicare
- Eligibility
- Enrollment
- Differences between A, B, C, & D,
- When are the Federal Dental and Vision plans more advantageous than Medicare B?
... plus a lot more!
Speaker Details
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.
Event Topic
Employee Training & Development, Management, Human ResourcesRelevant Audiences
All Federal Government, National Guard, Air Force, Coast Guard, Navy, Central Intelligence Agency, Department of Agriculture, Department of Commerce, Department of Defense, Department of Energy, Department of Health and Human Services, Department of Homeland Security, Department of Housing and Urban Development, Department of Interior, Department of Justice, Department of Labor, Department of State, Department of Transportation, Department of the Treasury, Environmental Protection Agency, Federal Aviation Administration, Federal Communications Commission, Food and Drug Administration, Federal Emergency Management Agency, General Services Administration, Government Accountability Office, National Aeronautics and Space Administration, National Institute of Health, National Security Agency, U.S. Agency of International Development, U.S. Census Bureau, U.S. Office of Personnel Management, U.S. Postal Service, Veterans AffairsOther Agency
Office of the President (includes OMB), Judicial Branch Agencies