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
  • For HR and Training Officers
  • Ed Zurndorfer
    FEDZONE
  • Contact Us
    Meet With Us Refer a Friend Careers
  • Webinars & Seminars

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 (3 of 8)

Image for Pair of Representatives Attempt to Revive Social Security Fairness Act
Aug 29
Benefits Ben

Pair of Representatives Attempt to Revive Social Security Fairness Act

CSRS Social Security
Image for Quiz #19: Federal Pay Raise, Social Security, and Retirement
Aug 19
STWS

Quiz #19: Federal Pay Raise, Social Security, and Retirement

Social Security
Image for Why CSRS Offset Annuitants Are Not Subject to the GPO (Pension Offset)
Aug 10
Ed Zurndorfer

Why CSRS Offset Annuitants Are Not Subject to the GPO (Pension Offset)

CSRS Social Security
Image for Social Security Basics: Five Things to Remember
Aug 9
Benefits Ben

Social Security Basics: Five Things to Remember

Social Security
Image for Claiming a Widow(er) Social Security Survivor Benefit Can Be a Challenge
Aug 3
Ed Zurndorfer

Claiming a Widow(er) Social Security Survivor Benefit Can Be a Challenge

Social Security
Image for FEDLIFE Podcast:  Your Guide to The FERS Annuity Supplement
Jul 26
STWS

FEDLIFE Podcast:  Your Guide to The FERS Annuity Supplement

FERS Social Security
Image for 2023 COLA for Social Security, FERS, and CSRS Keeps Climbing
Jul 18
Benefits Ben

2023 COLA for Social Security, FERS, and CSRS Keeps Climbing

CSRS FEHB/Medicare FERS Social Security
Image for Federal Benefits Quiz #13: TSP, Social Security, and COLA
Jul 5
STWS

Federal Benefits Quiz #13: TSP, Social Security, and COLA

Social Security TSP
Image for 2023 COLA for Social Security, FERS, and CSRS Could Be Highest in 40 Years
Jul 1
Benefits Ben

2023 COLA for Social Security, FERS, and CSRS Could Be Highest in 40 Years

CSRS FERS Social Security
Image for The Hazards and  Pitfalls of Taking a Social Security Lump-Sum Payout
Jun 30
Ed Zurndorfer

The Hazards and Pitfalls of Taking a Social Security Lump-Sum Payout

Social Security
  • «
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • »
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”).