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Taxes

Tax planning is crucial in planning for a successful retirement from the federal government.

All Articles on Taxes (4 of 17)

Image for How TSP Withdrawals and Rollovers Are Taxed
Apr 3
Ed Zurndorfer

How TSP Withdrawals and Rollovers Are Taxed

Taxes TSP
Image for FedLife Podcast: Protect Your Legacy with Estate Planning
Mar 30
STWS

FedLife Podcast: Protect Your Legacy with Estate Planning

Taxes
Image for Moving Money Out of the Thrift Savings Plan
Mar 27
Benefits Ben

Moving Money Out of the Thrift Savings Plan

Taxes TSP
Image for Paying Federal Income Tax on Social Security Benefits
Mar 23
Ed Zurndorfer

Paying Federal Income Tax on Social Security Benefits

Social Security Taxes
Image for Federal Benefits Quiz: TSP, Taxes, and More
Mar 17
STWS

Federal Benefits Quiz: TSP, Taxes, and More

Taxes TSP
Image for How the IRS Taxes CSRS and FERS Annuities
Mar 8
Ed Zurndorfer

How the IRS Taxes CSRS and FERS Annuities

CSRS FERS Taxes
Image for FedLife Podcast: More on the SECURE Act 2.0 – From College to Retirement
Mar 7
STWS

FedLife Podcast: More on the SECURE Act 2.0 – From College to Retirement

Taxes
Image for Weekly Quiz for Feds: TSP and Leave Questions
Mar 3
STWS

Weekly Quiz for Feds: TSP and Leave Questions

Taxes TSP
Image for FedLife Podcast: the SECURE Act 2.0 and the Future of the Roth TSP
Mar 1
STWS

FedLife Podcast: the SECURE Act 2.0 and the Future of the Roth TSP

Taxes TSP
Image for No More Required Minimum Distributions for Roth TSP Participants
Feb 15
Ed Zurndorfer

No More Required Minimum Distributions for Roth TSP Participants

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”).