TAX PLANNING
VIRTUAL TRAINING SESSION PRESENTED BY ED ZURNDORFER
DON'T MISS THE OPPORTUNITY
to learn from one of the leading professionals on Federal Employee Benefits-
in a webinar for Federal Employees
Date/Time
November 4, 2020
11:00 AM to 2:00 PM est
Location
The Webinar will be Hosted on Zoom
Information:
For FERS & CSRS Employees
Zoom Event Presented by Ed Zurndorfer
Link to Event will be Provided after Registration
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!
Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation.
Local
Based in the Baltimore/Washington area, our advisors provide financial planning for active and retired Federal Professionals
Experienced
Over a quarter century of experience serving the individuals who serve the public trust
Knowledgable
Open enrollment seminars, events, and workshops featuring Federal Benefits Guru, Ed Zurndorfer, and other professional advisors
Easy
Serving Those Who Serve offers complimentary initial consultations, which include a free analysis of your benefits
