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A Complimentary Webinar featuring Ed Zurndorfer: Tax Planning for Feds
July 12, 2023 @ 11:00 am – 2:00 pm
Join us for a virtual retirement benefits webinar for Federal Government Employees.
From a local “federal benefits guru,” Ed Zurndorfer- you will be learning about the mechanics and intricacies of the Federal Government’s benefits package for its employees.
Most attendees say they wished they had come decades earlier, but it’s never too late to learn about the benefits that will support you in your retirement.
The Virtual Training Session Will Cover:
An Overview of How Federal Benefits are Taxed:
FERS Annuity, CSRS Annuity, TSP Withdrawals from both Traditional and Roth TSP accounts, and Survivor Benefits- Ed reviews how the IRS treats each of these items for Federal Employees
Other Taxation 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
Information About the 2017 Tax Law:
How it affects Federal Employees, things to watch out for, 2020 tax brackets, IRA Contribution Limits, and how Medicare affects taxes, plus more!
Free
