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
  • Ed Zurndorfer
    FEDZONE
  • Contact Us
    Meet With Us Refer a Friend Careers
  • Webinars & Seminars

Taxes

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

All Articles on Taxes (6 of 17)

Image for How Federal Employees Can Benefit by Owning An HSA
Nov 30
Ed Zurndorfer

How Federal Employees Can Benefit by Owning An HSA

FEHB/Medicare Taxes
Image for The Weekly Quiz for Federal Employees and Annuitants (#32)
Nov 18
STWS

The Weekly Quiz for Federal Employees and Annuitants (#32)

FEHB/Medicare Taxes
Image for Some 2022 Year-End Tax Planning Suggestions for Federal Employees
Nov 9
Ed Zurndorfer

Some 2022 Year-End Tax Planning Suggestions for Federal Employees

Taxes
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 Weekly Quiz 29: Federal Employee Retirement Benefits
Oct 28
STWS

Weekly Quiz 29: Federal Employee Retirement Benefits

CSRS FERS Taxes
Image for Quiz 28: For Federal Employees and Retirees
Oct 21
STWS

Quiz 28: For Federal Employees and Retirees

FEHB/Medicare Taxes
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 Federal Retirement Quiz 27: Test Your Knowledge
Oct 14
STWS

Federal Retirement Quiz 27: Test Your Knowledge

FERS Taxes TSP
Image for Deadline for Correcting 2021 IRA Excess Contributions is October 17, 2022
Oct 12
Ed Zurndorfer

Deadline for Correcting 2021 IRA Excess Contributions is October 17, 2022

Taxes
Image for The Combined Federal Campaign is Underway
Oct 10
Benefits Ben

The Combined Federal Campaign is Underway

Taxes
  • «
  • 1
  • …
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • …
  • 17
  • »
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”).