Tax Planning & TSP Seminar for Federal Employees

Understanding TSP & the Taxation of Federal Retirement Benefits

by "EZ Federal Benefits Education"


DON'T MISS THE OPPORTUNITY

to learn from one of the leading professionals on Federal Employee Benefits-

ED ZURNDORFER

Date/Time-

March 27, 2020-

8:30 am - 4:00 pm

Location-

STWS- Rockville, Shady Grove Plaza

15245 Shady Grove Rd.

Rockville, MD 20850

Information:


-Registration begins at 8 am

-A light lunch will be provided

-For FERS & CSRS employees

-Spouses are welcome to attend

(please note on registration if attending)

the fast-paced, comprehensive program includes:

Tax Information for Retiring Employees

Retirement Rules and Procedures for Various Civil Retirement Systems

Rules for Survivors of Federal Employees and Retirees

The Tax Cuts & Jobs Act of 2017 & Its Impact on Tax Planning

Understanding the TSP Funds & Developing an Investment Strategy

TSP In-Service Withdrawals

Making Penalty-Free (pre- age 55) Withdrawals from the TSP

...& much more!


plus Ed's valuable perspective & insight from a career in federal service combined with two decades of authorship and training experience.

This Seminar is Full. Please call 301-216-1167 for more information. Sign Up for the Waiting List Here

The Disclaimer: By clicking submit, you acknowledge that your seat is not guaranteed until confirmed either through email or verbally over the phone. You also agree to receive emails related to this event.


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

Knowledgeable

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

Edward A. Zurndorfer is a Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant, Chartered Federal Employee Benefits Consultant, Certified Employees Benefits Specialist and IRS Enrolled Agent in Silver Spring, MD.  Tax planning, Federal employee benefits, retirement and insurance consulting services offered through EZ Accounting and Financial Services, located at 833 Bromley Street Suite A, Silver Spring, MD 20902-3019 and telephone number 301-681-1652.  Raymond James is not affiliated with and does not endorse the opinions or services of Edward A. Zurndorfer or EZ Accounting and Financial Services. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. While the employees of Serving Those Who Serve are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.


   Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Serving Those Who Serve (STWS) is not a registered broker/dealer and is
    independent of Raymond James Financial Services, Inc. STWS is not affiliated with or endorsed by the US government or Federal Employee Retirement System (FERS)
    Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a
     response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of
    the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Links are being provided for
    information purposes only. Raymond James is not affiliated with and does not endorse or sponsor any of the listed websites or their respective sponsors.
    Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Contact our office
    for information and availability. Raymond James Privacy Policy
    Check the background of this firm on FINRA’s BrokerCheck

    Raymond James Logo, Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC
Finra
SIPC