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Proposed Legislation Aims to Eliminate the WEP

04/19/2021
STWS Advisor Jen Meyer provides the details of Legislation Proposed to Adjust Social Security Benefits for Feds Subjected to Windfall Elimination Provision Jennifer Meyer, CFP© No-Cost Social Security Webinar Current retirees and those turning 62 before 2023 stand to benefit ... Read More

FEDLIFE PODCAST SPECIAL: Ed Zurndorfer’s Guide to Claiming Social Security

03/19/2021
Ed goes through the complete process that he recently followed while claiming his own Social Security benefits. FEDLIFE Podcast (ep. 45) – Ed Zurndorfer’s Personal Guide To Claiming Social Security – Special Episode In this special episode, Dan Sipe and ... Read More

FEDLIFE PODCAST 42: Maximize Social Security

01/29/2021
In this episode, Dan Sipe and Ed Zurndorfer are back with multiple strategies to help feds optimize their tax situation, and achieve the maximum benefits on their Social Security. FEDLIFE PODCAST: Episode 42: Maximize Social Security Like and Subscribe on ... Read More

Do You Need to Beware of the Social Security “Earnings Test”?

01/21/2021
For Employees Born Between 1955 and 1959 and Receiving Social Security Retirement Benefits During 2021, Beware of the “Earnings Test” Edward A. Zurndorfer Social Security benefits are designed to replace a portion of the earnings an individual (and in some ... Read More

Biden Promises to Support Federal Employees and Their Benefits, if Elected

10/07/2020
In response to a NARFE questionnaire, Presidential Nominee Biden Promises to Support Feds and not cut their Benefits The Trump Administration declined an invitation from the National Active and Retired Federal Employee Association (NARFE) to fill out a questionnaire on ... Read More

Social Security (FICA) Tax Halt May Result in Future Difficulties for Feds

09/11/2020
by Edward A. Zurndorfer On August 8, 2020, President Trump issued a Presidential Memorandum directing the Secretary of the Treasury to use his authority pursuant to section 7508A of the Internal Revenue Code to defer the withholding, deposit, and payment ... Read More

2021 COLA for FERS, CSRS, and Social Security: 0%?

07/29/2020
STWS Advisor, Jen Meyer, explores why the 2021 COLA might be zero As the summer heat reaches its peak in August every year, speculation begins to heat up regarding what the annual Cost of Living Adjustment (COLA) federal annuitants will ... Read More

FedLife Podcast: Social Security for Federal Employees and Annuitants

07/20/2020
Social Security for Federal Employees- this is one of the crucial legs of the FERS (Federal Employee Retirement System) Tripod. There’s social security, the FERS annuity, and then the Thrift Savings Plan (TSP). But don’t forget about the 4th leg: ... Read More

FedLife Podcast: When to Start Taking Social Security Benefits

07/03/2020
When is the Best Time to start taking Social Security? 62? FRA? 70? FedLifed Podcast (ep. 28): When To Start Receiving Social Security Retirement Benefits When is the best age to claim SSA retirement benefits? The earliest age to claim ... Read More

Serving Those Who Serve’s Quarterly Newsletter- July 2020

07/02/2020
Serving Those Who Serve’s Quarterly Newsletter- July 2020 In The Q2 2020 Newsletter: A Look at some recent I.T. Contracts in the Federal Government The FEDZONE by Ed Zurndorfer, who is also featured in the latest Fed-Life Podcast episodes about ... Read More