Understanding CSRS Offset Benefits and Rules Including Survivor Benefits
Ed explains what CSRS Offset is, and the rules for survivor benefits and social security,
The FEDZONE contains all articles written by Ed Zurndorfer:
A former career Federal employee, Ed has published a staggering 1,200+ separate articles on Federal Benefits and Retirement!
Just “Google” his name, and you are likely to find a plethora of sites that contain his writings. Drawn to its mission to reach, teach
and serve Feds, Serving Those Who Serve is the only financial planning practice with which Ed has chosen to affiliate in over
20 years teaching. In addition to conducting Federal Benefits seminars for Serving Those Who Serve, you can find Ed’s
writings here on our blog in the FedZone, and on Fed-Soup, MyFederalRetirement, FederalNews Radio and NITP. He is a
member of the Maryland Society of Accountants, the National Association of Enrolled Agents, the International Society of
Certified Employee Benefits Specialists, the Financial Planning Association, the National Association of Health Underwriters,
and the Society of Financial Service Professionals. Since 1999, Ed has taught many thousands of Federal employees about
their benefits, in person and at Federal agencies all over the country. Ed is a true national treasure.
Ed explains what CSRS Offset is, and the rules for survivor benefits and social security,
The 8 most Important Questions Employees Need to Ask Before Preparing Their 2021 Federal Tax Returns
In this episode, Dan Sipe and Ed Zurndorfer talk about the 10 things that feds should know going into 2022 regarding your TSP, insurance, W2, and taxes.
Ed Zurndorfer discusses the rules and options available to divorced individuals with respect to claiming the Social Security benefits of a former spouse.
Learn about "excess deferrals" for those who contributed to both a TSP account and another qualified retirement account last year.
CSRS VCP: Voluntary Contribution Program - Part IV of IV by Ed Zurndorfer
CSRS VCP: Voluntary Contribution Program - Part III
Put too much in your IRA last year? Ed goes over what remedies are available to federal employees.
Eligible Employees Should Consider the CSRS Voluntary Contribution Program (VCP)- Part II
Ed explains how New IRS Life Expectancy Tables Reflecting Longer Life Expectancies, which took Effect Jan. 1, 2022, will help you keep more money in retirement accounts.