Skip to content
Serving Those Who Serve
  • About STWS
    Reach. Teach. Serve. Leadership What to Look For in a Fed-Focused Financial Advisor
  • Blogs & Podcasts
    Benefits Ben's Blog Jennifer Meyer FEDLIFE PODCAST
  • Ed Zurndorfer
    FEDZONE
  • Contact Us
    Meet With Us Refer a Friend Careers
  • Webinars & Seminars

Featured

Articles about the TSP, FERS, Social Security, Taxes, FEHB, FEGLI, CSRS, and FLTCIP

All Articles on Featured (10 of 54)

Image for New RMD Rules for Non-Spousal Beneficiaries of Inherited IRAs (Part II)
May 22
Ed Zurndorfer

New RMD Rules for Non-Spousal Beneficiaries of Inherited IRAs (Part II)

Taxes
Image for FedLife Podcast: How New Jersey and Pennsylvania Tax the TSP
May 22
STWS

FedLife Podcast: How New Jersey and Pennsylvania Tax the TSP

Taxes TSP
Image for Weekly Benefits Quiz for Federal Employees
May 19
STWS

Weekly Benefits Quiz for Federal Employees

Taxes
Image for Debt Ceiling Worries
May 18
Jennifer Meyer

Debt Ceiling Worries

TSP
Image for Keeping Your TSP Strategy Disciplined in the Face of Adversity
May 18
STWS

Keeping Your TSP Strategy Disciplined in the Face of Adversity

TSP
Image for Five Important Facts to Remember About FEHB
May 17
Benefits Ben

Five Important Facts to Remember About FEHB

FEHB/Medicare
Image for New RMD Rules for Non-Spousal Beneficiaries of Inherited IRAs (Part I)
May 15
Ed Zurndorfer

New RMD Rules for Non-Spousal Beneficiaries of Inherited IRAs (Part I)

Taxes
Image for More Quick Quiz Questions on the TSP
May 12
STWS

More Quick Quiz Questions on the TSP

TSP
Image for When to Purchase Long-Term Care Insurance
May 11
Benefits Ben

When to Purchase Long-Term Care Insurance

FLTCIP/Long-term Care
Image for Proposed Legislation Would Fire Feds for Not Paying Taxes
May 10
Benefits Ben

Proposed Legislation Would Fire Feds for Not Paying Taxes

Taxes
  • «
  • 1
  • …
  • 7
  • 8
  • 9
  • 10
  • 11
  • 12
  • 13
  • …
  • 54
  • »
How Can Serving Those Who Serve Help You?
Client Portal Login

© 2021. All Rights Reserved.

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

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

Raymond James Privacy Policy

Check the background of this firm on FINRA’s BrokerCheck

Finra
SIPC

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”).