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Social Security

Social Security is considered one of the three legs comprising the FERS “three-legged stool” with the FERS pension and TSP working with Social Security benefits to provide income in retirement.

All Articles on Social Security (2 of 8)

Image for SSA and IRS Announce Benefit and Contribution Limits for 2023
Nov 2
Ed Zurndorfer

SSA and IRS Announce Benefit and Contribution Limits for 2023

Social Security Taxes TSP
Image for OPM Announces 2023 COLA for CSRS and FERS Annuitants
Oct 26
Ed Zurndorfer

OPM Announces 2023 COLA for CSRS and FERS Annuitants

CSRS FERS Social Security
Image for Pending Laws That Would Impact Federal Employees
Oct 24
Benefits Ben

Pending Laws That Would Impact Federal Employees

CSRS Social Security
Image for 2023 COLA Officially Announced at 8.7% for Social Security Benefits
Oct 20
Benefits Ben

2023 COLA Officially Announced at 8.7% for Social Security Benefits

CSRS FERS Social Security
Image for Reversing a Social Security Benefits Claiming Decision
Oct 19
Ed Zurndorfer

Reversing a Social Security Benefits Claiming Decision

Social Security
Image for What States Tax Social Security, TSP Distributions, or Federal Pensions?
Oct 17
Benefits Ben

What States Tax Social Security, TSP Distributions, or Federal Pensions?

CSRS FERS Social Security Taxes TSP
Image for Quiz 26: Savings and Income for Your Federal Retirement
Oct 7
STWS

Quiz 26: Savings and Income for Your Federal Retirement

Social Security TSP
Image for 2023 COLA Update: 8.7% is Best Bet. Plus, WEP and GPO Finally Done For?
Sep 27
Benefits Ben

2023 COLA Update: 8.7% is Best Bet. Plus, WEP and GPO Finally Done For?

CSRS FERS Social Security
Image for Quiz 22: Federal Government News
Sep 9
STWS

Quiz 22: Federal Government News

CSRS Social Security
Image for FEDLIFE Podcast: Federal Benefits for Widows and Widowers
Aug 31
STWS

FEDLIFE Podcast: Federal Benefits for Widows and Widowers

Social Security Taxes
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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”).