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-
-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.
Based in the Baltimore/Washington area, our advisors provide financial planning for active and retired Federal Professionals
Over a quarter century of experience serving the individuals who serve the public trust
Open enrollment seminars, events, and workshops featuring Federal Benefits Guru, Ed Zurndorfer, and other professional advisors
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.