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Federal Retirement

Retirement from Federal Civilian Service – what you need to know

All Articles on Federal Retirement (2 of 22)

Image for 5-Year Rule for a Roth IRA and How it Applies to the Roth TSP (Part I)
Aug 2
Ed Zurndorfer

5-Year Rule for a Roth IRA and How it Applies to the Roth TSP (Part I)

Taxes TSP
Image for Senator Writes OPM Regarding Backlog of Retirement Claims
Jul 25
Benefits Ben

Senator Writes OPM Regarding Backlog of Retirement Claims

CSRS FERS
Image for Don’t Get Tripped Up by these Social Security Myths
Jul 19
Ed Zurndorfer

Don’t Get Tripped Up by these Social Security Myths

Social Security Taxes
Image for The Fed15 Podcast: Phased Retirement for FERS
Jul 14
STWS

The Fed15 Podcast: Phased Retirement for FERS

FERS
Image for FedLife Podcast: The New RMD Rules for Inherited IRAs – Part II
Jul 13
STWS

FedLife Podcast: The New RMD Rules for Inherited IRAs – Part II

Taxes
Image for Five Important Facts for Feds to Remember About Taxes
Jul 11
Benefits Ben

Five Important Facts for Feds to Remember About Taxes

Taxes
Image for Moving Money from TSP: Should I Stay or Should I Go?
Jul 10
STWS

Moving Money from TSP: Should I Stay or Should I Go?

TSP
Image for FedLife Podcast: The New RMD Rules for Inherited IRAs – Part I
Jul 7
STWS

FedLife Podcast: The New RMD Rules for Inherited IRAs – Part I

Taxes
Image for Quiz on Federal Agency News and Employee Benefits
Jul 7
STWS

Quiz on Federal Agency News and Employee Benefits

TSP
Image for Phased Retirement for Federal Workers
Jul 3
Benefits Ben

Phased Retirement for Federal Workers

FERS
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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.

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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”).