Long Term Care Webinar: Understanding FLTCIP
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 LTC 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, federal retirees, and their families.
Financial Planning For Federal Employees
An Overview of Financial Planning for Federal Employees Setting goals Practical considerations Projecting future income needs How much money will you need saved when you retire? How do your retirement benefits come into play? The Retirement “Tripod” CSRS and FERS annuities, plus military pensions Social Security benefits TSP, IRAs, and other savings/investments Ed thoroughly explores all 3 components! Other Information to Consider...
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...
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...
Understanding Your Survivor Benefits
Survivor Benefits for FERS and CSRS An Overview of FERS & CSRS Survivorship Differences between the two retirement systems’ benefits Qualifying relatives Cost of electing 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 ab...
Understanding Your Federal Retirement B...
FERS Federal Retirement Benefits andAn 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 servi...
Understanding Your FEHB & Medicare Benefits
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!
Understanding FERS for Special Provisio...
An Overview of FERS for Special Provision Employees Job classifications Types of Retirement Plans Mandatory Payroll Withholdings Information on the TSP Retirement Planning Military Service Calculating Your FERS Annuity Redeposits and Deposits Minimum Retirement Ages Sick and Annual Leave Calculating Years of Service High-3 Average Salary Other Information for FERS Workers with Special Provisions The Special Retirement Supplement Best times to...
Understanding Your Social Security Benefits
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...
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,...
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