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!

Event Topic

Employee Training & Development, Management, Human Resources

Relevant Audiences

All Federal Government
Tax Planning with Ed Zurndorfer
Event Type
Virtual / Online
Event Subtype
Workshop / Training
When
Tue, May 05, 2026 | 11:00 am - 2:00 pm ET
Registration Cost
Complimentary
Website
Click here to view event website
Organizer
Serving Those Who Serve