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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!
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, risk tolerance, and other individual factors.
Other Information About TSP Planning:
- Withdrawal options
- Loans
- Taxation
- The TSP annuity options
- Mixed withdrawal, plus more!
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, risk tolerance, and other individual factors.
Other Information About TSP Planning:
- Withdrawal options
- Loans
- Taxation
- The TSP annuity options
- Mixed withdrawal, plus more!