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Month: December 2020

Federal Employee Benefits

Top 5 Articles by Jennifer Meyer in 2020

Dec 31, 2020 STWS

We celebrate the end of the year with our Top 5 “Most-Read” Articles, written by STWS Advisor Jennifer Meyer, in 2020

FEDZONE

Top 5 FEDZONE: Articles by Ed Zurndorfer

Dec 30, 2020 STWS

We celebrate the end of the year with our Top 5 “Most-Read” FEDZONE Articles in 2020

FEDLIFE FEDZONE Podcast

Top 5 FEDLIFE: Most Popular Podcasts in 2020

Dec 29, 2020 STWS

We celebrate the end of the year with our Top 5 “Most-Listened-To” Podcasts in 2020

Federal Employee Benefits

Payroll Tax Holiday Coming to an End- Are you Ready?

Dec 28, 2020 Jennifer Meyer

STWS Advisor Jennifer Meyer provides an update for feds on the payroll tax deferral and the second stimulus check

FEDZONE

Now is the Time for Employees to Choose 2021 TSP Contribution Amounts

Dec 22, 2020 Ed Zurndorfer

Now is the Time for Employees to Choose 2021 TSP Contribution Amounts So As to Not Lose Agency TSP Matching

Federal Employee Benefits

The Advantages of Funding a Health Savings Account with Retirement Money

Dec 21, 2020 Benefits Ben

Thanks to 2006 legislation, it is possible to rollover funds from an IRA to an HSA – Buy Why Would Anyone Want To?

FEDZONE

Is December A Good Time For A Roth Conversion?

Dec 20, 2020 Ed Zurndorfer

December May Be a Good Time to Perform a Roth IRA Conversion Under Certain Conditions

Federal Agency News

Biden Presidency Affirmed, What It Means for Federal Benefits

Dec 19, 2020 Benefits Ben

NAPA and NTEU Released a joint statement to persuade the incoming Biden presidency to bolster relationship between Civil Servants and the Executive Branch.

FEDLIFE FEDZONE Podcast

FedLife Podcast: Best Ways to Manage Your Medical Expenses

Dec 18, 2020 STWS

In this episode, Dan Sipe and Ed Zurndorfer continue to assist feds in choosing the right healthcare plan for 2021. They decode and demystify health savings accounts (HSA), health reimbursement…

Federal Employee Benefits

Changes Coming to TSP Catch Up Contributions

Dec 15, 2020 Jennifer Meyer

2021 TSP Catch-up Contributions and the Spillover Provision

Posts pagination

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Fedlife Podcast
https://youtu.be/hRk3MybMmdc
Recent Posts
  • Initial Prediction for 2026 COLA: 2.5%—What Federal Retirees Need to Know
  • When Your Spouse Is Private Sector: Coordinating Mixed-Retirement Household Planning
  • The Fed15 Podcast: Maximizing Discounts & Planning for Your Child’s Education
  • The Fed15 Podcast: 2025 IRMAA Brackets & TSP Contribution Limits Explained.
  • Understanding the Problematic Consequences of Roth IRA Conversions 
Upcoming Webinars
Understanding Your Federal Retirement Benefits: FERS
Understanding Your Federal Retirement Benefits: FERS
January 7, 2025
11:00 am
Understanding Your FEGLI Benefits
Understanding Your FEGLI Benefits
January 8, 2025
1:00 pm
Tax Planning with Ed Zurndorfer
Tax Planning with Ed Zurndorfer
January 9, 2025
1:00 pm
Understanding Your Federal Retirement Benefits: CSRS
Understanding Your Federal Retirement Benefits: CSRS
January 15, 2025
1:00 pm
TSP Planning With Ed Zurndorfer
TSP Planning With Ed Zurndorfer
January 16, 2025
1:00 pm
Understanding Your Social Security Benefits
Understanding Your Social Security Benefits
January 22, 2025
1:00 pm

Checkbook’s FEHB comparison tool lets you easily compare 158 FEHB plans and helps instruct how Medicare Part B will integrate with your FEHB plan.

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2024 Forbes Best-in-State Wealth Management Teams

Best-In-StateWealth Management Teamsis based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.

Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state/ for more info.

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Serving Those Who Serve (STWS). Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Serving Those Who Serve (STWS) is separately owned and operated and not independently registered as a broker-dealer or investment adviser. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, 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.

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STWS is owned and operated by Daniel Sipe and Tom Lee (the “Financial Advisors”). The Financial Advisors are registered financial professionals of Raymond James Financial Services, Inc. (“RJFS”), a broker-dealer registered with the Securities and Exchange Commission (“SEC”), and Raymond James Financial Services Advisors, Inc. (“RJFSA”), an investment adviser registered with the SEC, (collectively, with their affiliates, “Raymond James”).

Mr. Zurndorfer does not pay compensation to or receive compensation from STWS in connection with Presentations hosted by Mr. Zurndorfer. However, Mr. Zurndorfer does provide similar educational presentations at certain Federal Retirement Benefits Seminars (“Seminars”) hosted by STWS, for which Mr. Zurndorfer receives compensation from STWS. All presentations, seminars, articles and videos are informational in nature and are not geared toward the circumstances or goals of any particular attendee; they are not intended to be, and should not be relied upon as, investment advice to anyone or a solicitation of Raymond James' services.

Mr. Zurndorfer is not affiliated with Raymond James, and is not authorized to provide investment advice on behalf of Raymond James, to solicit or refer investors to Raymond James, or to act for or bind Raymond James. The presentations, seminars, articles, videos, Mr. Zurndorfer, and the educational information provided therein are not sponsored or endorsed by Raymond James, and should in no way be considered an endorsement of, referral to, recommendation for, or offer to purchase any product or service from Raymond James or the Financial Advisors.

Federal government agencies, including the SEC, do not endorse or sponsor particular securities, issuers, products, services, professional credentials, firms, or individuals. Neither Raymond James, the Financial Advisors, STWS, nor Mr. Zurndorfer are affiliated with, endorsed by, or authorized to speak on behalf of the U.S. Government, the Federal Employee Retirement System, or any other Federal Government-sponsored benefits programs or retirement plans, including the Thrift Savings Plan (collectively, “Federal Benefits Plans”).