Understanding Your Social Security Benefits
This Session Covers
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
Information about Medicare
- Eligibility
- Enrollment
- Differences between A, B, C, & D,
- When are the Federal Dental and Vision plans more advantageous than Medicare B?
... plus a lot more!
* Raymond James is not affiliated with Ed Zurndorfer. Any opinions are those of Ed Zurndorfer and not necessarily those of Raymond James.
Speaker Details
Edward A. Zurndorfer, EA, CFP, CLU, ChFC, CEBS has been conducting Federal employee benefits and planning for retirement workshops at various Federal agencies throughout the country since 1999.
A former career Federal employee, Ed has published a staggering 1,200+ separate articles on Federal Benefits and Retirement! Just “Google” his name, and you are likely to find a plethora of sites that contain his writings. Drawn to its mission to reach, teach and serve Feds, Serving Those Who Serve is the only financial planning practice with which Ed has chosen to affiliate in over 20 years teaching. In addition to conducting Federal Benefits seminars for Serving Those Who Serve, you can find Ed’s writings on our blog, in the FedZone, and on Fed-Soup, MyFederalRetirement, FederalNews Radio and NITP. He is a member of the Maryland Society of Accountants, the National Association of Enrolled Agents, the International Society of Certified Employee Benefits Specialists, the Financial Planning Association, the National Association of Health Underwriters, and the Society of Financial Service Professionals. Since 1999, Ed has taught many thousands of Federal employees about their benefits, in person and at Federal agencies all over the country. Ed is a true national treasure.
Event Topic
Employee Training & Development, Management, Human ResourcesRelevant Audiences
All Federal Government, National Guard, Air Force, Coast Guard, Navy, Central Intelligence Agency, Department of Agriculture, Department of Commerce, Department of Defense, Department of Energy, Department of Health and Human Services, Department of Homeland Security, Department of Housing and Urban Development, Department of Interior, Department of Justice, Department of Labor, Department of State, Department of Transportation, Department of the Treasury, Environmental Protection Agency, Equal Employment Opportunity Commission, Federal Aviation Administration, Federal Communications Commission, Food and Drug Administration, Federal Emergency Management Agency, General Services Administration, Government Accountability Office, National Aeronautics and Space Administration, National Institute of Health, National Security Agency, U.S. Agency of International Development, U.S. Census Bureau, U.S. Office of Personnel Management, U.S. Postal Service, Veterans AffairsOther Agency
Office of the President (includes OMB), Other Federal Agencies, Judicial Branch Agencies