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...
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...
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.
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...
Estate Planning for Federal Employees
The Basic Steps-What information to gather and analyze, what decisions need to be made (plus suggestions to help your choices), and how and when to review periodically. Why A Plan is NeededWhat happens to an estate post-mortem?Information about trusts, probate, the titling of propertyTax implications... plus more information about estate planning for federal employees and their families.
Understanding Your Survivor Benefits
An Overview of FERS & CSRS SurvivorshipDifferences between the two retirement systems’ benefitsQualifying relativesCost of electing benefitsWhat forms should be filled out to ensure qualifying relatives receive the survivorshipOther Information for FERS & CSRS AnnuitantsSpousal Survivor annuities (including former spouses)Cost to give an insurable interest survivor annuityInformation about the basic employee death benefitChild an...
Financial Planning For Federal Employees
An Overview of Financial Planning for Federal EmployeesSetting goalsPractical considerationsProjecting future income needsHow 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 pensionsSocial Security benefitsTSP, IRAs, and other savings/investmentsEd thoroughly explores all 3 components! Other Information to ConsiderHealth Insu...
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