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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 matchWays to maximize tax savingsThe main differences between Roth and Traditional TSP accountsUnderstanding the Different FundsAn 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...
November 21, 2024
Organizer: Serving Those Who Serve
Location: Webcast
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Understanding Your FEHB & Medicare Benefits
An Overview of Health Insurance for Federal EmployeesAn overview of federal health benefits in retirementPremium costsPlan changes and what to know about Open SeasonsTriCare and other FEHB plansHealthcare Flexible Savings Account strategies,MedicareUnderstanding the Vision and Dental PlansEnrollmentPremiumsHow it works with your Health Benefits, Annuity, TSP and other components of the Federal Retirement Benefit Package... plus more!
November 20, 2024
Organizer: Serving Those Who Serve
Location: Webcast
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Tax Planning with Ed Zurndorfer
An Overview of How Federal Benefits are TaxedFERS AnnuityCSRS AnnuityTSP Withdrawals from both Traditional and Roth TSP accountsSurvivor BenefitsEd reviews how the IRS treats each of these items for Federal Employees. Other Tax Planning Topics to ConsiderThe 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 LawHow...
November 19, 2024
Organizer: Serving Those Who Serve
Location: Webcast
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Long Term Care Webinar: Understanding FLTCIP
A Detailed Overview of Long-Term Care InsuranceCostsInflation protectionBenefit amountsWaiting periodsActivities of daily livingEverything you need to know to make a decision about LTC insurance.Understanding Your LTC OptionsPros and cons of the Federal LTC Insurance ProgramAlternatives to LTC insurance... plus more information about Long Term Care insurance specifically for federal employees, federal retirees, and their families.
November 14, 2024
Organizer: Serving Those Who Serve
Location: Webcast
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Understanding Your Social Security Benefits
An Overview of the 4 Types of Social Security BenefitsRetirement, disability, survivor, MedicareEligiblity requirements for each type,How the amounts are calculatedHow they apply to the financial plans of federal employees, both FERS and CSRS employeesUnderstanding the Common PitfallsThe Windfall Elimination Program for CSRSEarnings TestSpecial Retirement Supplement for FERSGovernment Pension Offsets (GPO)How the benefits are taxedInformation...
November 7, 2024
Organizer: Serving Those Who Serve
Location: Webcast
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Understanding Your FEGLI Benefits
An Overview of Life Insurance for Federal EmployeesGroup 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 BenefitsIn depth education about FEGLI Basic, and Options A, B, and C- including considerations all feds should make about FEGLI benefits when approaching retire...
November 6, 2024
Organizer: Serving Those Who Serve
Location: Webcast
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Understanding Your Federal Retirement B...
An Overview of FERS & Different Types of RetirementTypes of service used for determining eligibility to retire under FERSEmployee and agency contributions to FERSMilitary service and temporary timeThe FERS annuity computationMinimum age and service requirementsEarly retirementDeferred retirement and “postponed” retirementUnderstanding the Annuity ComputationAmount of an annuityLength of service and unused sick leaveHigh-3 avera...
November 1, 2024
Organizer: Serving Those Who Serve
Location: Webcast
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Understanding TSP for Special Provision...
An Overview of TSP for Special Provision Employees How TSP fits into a special provisions employee's overall retirement How much to contribute Traditional vs. Roth TSP Can special provisions employees also contribute to an IRA? Investment options Military TSP Accounts Advantages and Disadvantages of TSP loans TSP Withdrawals ... and more!
October 30, 2024
Organizer: Serving Those Who Serve
Location: Virtual
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Understanding Your FEHB & Medicare Benefits
An Overview of Health Insurance for Federal EmployeesAn overview of federal health benefits in retirementPremium costsPlan changes and what to know about Open SeasonsTriCare and other FEHB plansHealthcare Flexible Savings Account strategies,MedicareUnderstanding the Vision and Dental PlansEnrollmentPremiumsHow it works with your Health Benefits, Annuity, TSP and other components of the Federal Retirement Benefit Package... plus more!
October 23, 2024
Organizer: Serving Those Who Serve
Location: Webcast
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Understanding Your Federal Retirement B...
Federal Retirement Benefits for CSRS/CSRS-offset 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 unuse...
October 22, 2024
Organizer: Serving Those Who Serve
Location: Virtual
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