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Tax Planning with Ed Zurndorfer
This Session Covers 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 rate...
April 9, 2024
Organizer: Serving Those Who Serve
Location: Webcast
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Understanding Your Survivor Benefits
An Overview of FERS & CSRS Survivor Benefits Differences between the two retirement systems’ survivor benefits Qualifying relatives Cost of electing survivor benefits What forms should be filled out to ensure qualifying relatives receive the survivorship Other Information for FERS & CSRS Annuitants Spousal Survivor annuities (including former spouses) Cost to give an insurable interest survivor annuity Information about the basic...
April 4, 2024
Organizer: Serving Those Who Serve
Location: Webcast
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Understanding Your Federal Retirement B...
This Session Covers 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...
April 2, 2024
Organizer: Serving Those Who Serve
Location: Webcast
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Estate Planning for Federal Employees
Join us for a virtual retirement benefits webinar for Federal Government Employees. From a local “federal benefits guru,” Ed Zurndorfer- you will be learning about the mechanics and intricacies of the Federal Government’s benefits package for its employees. Most attendees say they wished they had come decades earlier, but it’s never too late to learn about the benefits that will support you in your retirement.
March 28, 2024
Organizer: Serving Those Who Serve
Location: Webcast
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Understanding Your FEHB & Medicare Benefits
An Overview of Health Insurance for Federal Employees An overview of FEHB in retirement Premium costs Plan changes TriCare and other FEHB plans Healthcare Flexible Savings Account strategies, Medicare Understanding the Vision and Dental Plans Enrollment Premiums How it works with your FEHB, Annuity, TSP and other components of the Federal Retirement Benefit Package ... plus more!
March 26, 2024
Organizer: Serving Those Who Serve
Location: Webcast
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NDIA Washington, D.C. Sr. Defense Leade...
NDIA WASHINGTON, D.C. CHAPTER hosts the Sr. Defense Leaders Forum with Service Representatives to review the FY25 DoD Budget
March 21, 2024
Organizer: NDIA - National Defense Industrial Association
Location: Arlington, VA
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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...
March 19-21, 2024
Organizer: Corporate Compliance Seminars
Location: Webcast
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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,...
March 20, 2024
Organizer: Serving Those Who Serve
Location: Webcast
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The Use of Artificial Intelligence (AI)...
On January 9, 2024, the ATARC Insider Risk Working Group conducted its first webinar on the use of Artificial Intelligence (AI) in Insider Risk Programs. During that webinar, panelists explored the use of AI as a critical tool in support of Insider Risk programs in Government, Industry, and Academia. In the second part of this conversation, panelists will discuss Culture, AI, and Insider Risk, and how and why to use AI in Insider Risk Programs...
March 19, 2024
Organizer: ATARC
Location: Webcast
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Understanding Your Social Security Benefits
This Session CoversAn 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...
March 14, 2024
Organizer: Serving Those Who Serve
Location: Webcast
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