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. This Session CoversAn 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 r...

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 the FEGLI Plan In depth education about FEGLI Basic, and Options A, B, and C- including considerations all feds should make about FEGLI when approaching retirement....

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...

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...

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,...

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!

A Detailed Overview of Long Term Care Insurance Costs Inflation protection Benefit amounts Waiting periods Activities of daily living Everything you need to know to make a decision about Long Term Care insurance. Understanding Your LTC Options Pros and cons of the Federal LTC Insurance Program Alternatives to LTC insurance ... plus more information about Long Term Care insurance specifically for federal employees.

An Overview of FERS & Different Types of Retirement Types of service used for determining eligibility to retire under FERS Employee and agency contributions to FERS Military service and temporary time The FERS annuity computation Minimum age and service requirements Early retirement Deferred retirement and “postponed” retirement Understanding the Annuity Computation Amount of an annuity Length of service and unused sick leave H...

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 L...

The Basic Steps to Estate Planning What information to gather and analyze, what decisions need to be made (plus suggestions to help your choices), and how and when to review periodically. Why An Estate Plan is Needed What happens to an estate post-mortem? Information about trusts, probate, the titling of property Tax implications ... plus more information about estate planning specifically for federal employees.