In this episode, Dan Sipe and Ed Zurndorfer discuss everything federal employees need to know regarding tax withdrawals to ensure you’re not leaving any money on the table.
Whether you are a CSRS employee or a FERS employee, you have the option to get a refund on your tax contributions if you decide to leave Federal Service before retirement age.
However, once you decide you want to receive your tax contributions in a lump sum, do you understand all the terms and conditions that come with that decision?
In this episode, Dan Sipe and Ed Zurndorfer discuss everything federal employees need to know regarding tax withdrawals to ensure you’re not leaving any money on the table.
Dan and Ed discuss:
The FedLife Podcast is your in-depth, biweekly deep dive into the world of federal benefits and retirement planning. Hosted by federal benefits expert Ed Zurndorfer and Dan Sipe of Serving Those Who Serve, each 30-minute episode unpacks the complexities of FERS and CSRS retirement, FEHB and Medicare, survivor benefits, tax planning, and more. Designed for federal employees and retirees who want more than just the basics, FedLife goes beyond the headlines to explore the rules, nuances, and strategies that can make a meaningful difference in your retirement. Remember: it’s your Fed life, make it a great one.
The Fed15 Podcast is your weekly 15(ish)-minute briefing on federal benefits and financial planning, built specifically for federal employees and retirees. Hosted by Dan Sipe and Katelyn Murray of Serving Those Who Serve, each episode delivers clear, actionable guidance on topics like FERS and CSRS retirement, TSP strategies, FEHB, survivor benefits, tax planning, and more! Whether you’re five years from retirement or already there, The Fed15 helps you cut through the noise, avoid costly mistakes, and make confident decisions about your federal benefits.
