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...
Understanding Your FEGLI Benefits
An Overview of Life Insurance for Federal Employees Group Life, including the Federal Employee Group Life Insurance Plan (FEGLI), and individual like policies from private companies, with information about term life insurance versus permanent or whole life insurance. Understanding FEGLI Benefits In depth education about FEGLI Basic, and Options A, B, and C- including considerations all feds should make about FEGLI benefits when approaching ret...
Understanding Your Federal Retirement B...
An Overview of CSRS & Different Types of Retirement Types of service used for determining eligibility to retire under CSRS Employee and agency contributions to CSRS Military service and temporary time The CSRS annuity computation Minimum age and service requirements Early retirement and deferred retirement Understanding the Annuity Computation Amount of an annuity Length of service and unused sick leave High-3 average salary Effective date...
TSP Planning With Ed Zurndorfer
An Overview of the Thrift Savings Plan (TSP) Contributions and how they work, including limits and getting the biggest match Ways to maximize tax savings 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,...
July International Division Meeting
The NDIA International Division invites you to join us on Thursday, July 18, from 1:00 - 2:30 PM ET for our quarterly meeting. Join us for division updates and a report from an Indian delegation for an informative discussion. This is a hybrid meeting where in-person attendees will meet at NDIA headquarters and virtual attendees will join via a ZoomGov link. Please be sure make your selection of in-person or virtual when registering for the eve...
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 I...
Understanding FERS for Special Provisio...
An Overview of FERS for Special Provision Employees Job classifications Types of Retirement Plans Mandatory Payroll Withholdings Information on the TSP Retirement Planning Military Service Calculating Your FERS Annuity Redeposits and Deposits Minimum Retirement Ages Sick and Annual Leave Calculating Years of Service High-3 Average Salary Other Information for FERS Workers with Special Provisions The Special Retirement Supplement Best times to...
AUSA Noon Report: MHS Genesis: Record M...
AUSA’s Noon Report webinar series features presentations by senior Army leaders responsible for key programs and initiatives, as well as contemporary military authors who weave together the past, present and future story of the United States Army. Please join us on Tuesday, 30 July, at 12:00 PM EDT, to hear a presentation by Dr. Lester Martinez-Lopez, Assistant Secretary of Defense for Health Affairs. He will give a top-to-bottom rundown...
The GAO Green Book Compliance Academy
A Practical Approach to A-123 Compliance Programs Join us for a unique, interactive workshop that "walks you through" the latest update of The Green Book which now conforms to the Internal Control Integrated Framework (COSO 2013). This training is focused on the current Standards for Internal Control in the Federal Government as detailed in the Green Book. This 18 hour CPE course provides you with the tools to implement a compliance program th...
Understanding Your FEHB & Medicare Benefits
An Overview of Health Insurance for Federal Employees An overview of federal health benefits in retirement Premium costs Plan changes and what to know about Open Seasons TriCare and other FEHB plans Healthcare Flexible Savings Account strategies, Medicare Understanding the Vision and Dental Plans Enrollment Premiums How it works with your Health Benefits, Annuity, TSP and other components of the Federal Retirement Benefit Package ... plus more!
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