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Financial Planning

Financial Planning for Federal Employees

All Articles on Financial Planning (2 of 7)

Image for Important Age and Service Milestones for Federal Employees
May 5
Ed Zurndorfer

Important Age and Service Milestones for Federal Employees

CSRS FERS
Image for Serving Those Who Serve’s Weekly Quiz on Federal Retirement
Apr 14
STWS

Serving Those Who Serve’s Weekly Quiz on Federal Retirement

FEHB/Medicare Taxes TSP
Image for Best Practices for Feds Considering an Intrafamily Loan
Apr 5
STWS

Best Practices for Feds Considering an Intrafamily Loan

Image for What Happened? The Silicon Valley Bank and Signature Bank Collapses
Mar 22
STWS

What Happened? The Silicon Valley Bank and Signature Bank Collapses

Image for Celebrating FED-uary – A Month for the Federal Workforce
Feb 13
STWS

Celebrating FED-uary – A Month for the Federal Workforce

CSRS FERS
Image for Weekly Quiz for Federal Employees: OPM, FEHB, and 529 Accounts
Feb 10
STWS

Weekly Quiz for Federal Employees: OPM, FEHB, and 529 Accounts

FEHB/Medicare Taxes
Image for SECURE Act 2.0 Allows for Rollover of Unused 529 Plan Funds to a Roth IRA
Feb 2
Ed Zurndorfer

SECURE Act 2.0 Allows for Rollover of Unused 529 Plan Funds to a Roth IRA

Taxes
Image for There is Still Time to Make IRA Contributions for 2022
Jan 25
Ed Zurndorfer

There is Still Time to Make IRA Contributions for 2022

Taxes
Image for FedLife Podcast: Top Ten Financial Tips for Federal Employees
Jan 24
STWS

FedLife Podcast: Top Ten Financial Tips for Federal Employees

FLTCIP/Long-term Care TSP
Image for How SECURE Act 2.0 Can Enhance Your Retirement Savings
Jan 18
Ed Zurndorfer

How SECURE Act 2.0 Can Enhance Your Retirement Savings

Taxes TSP
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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”).