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Taxes

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

All Articles on Taxes (9 of 14)

Image for FEDLIFE PODCAST: Key Things To Consider Before Refinancing Your Mortgage
Apr 30
STWS

FEDLIFE PODCAST: Key Things To Consider Before Refinancing Your Mortgage

Taxes
Image for FEDLIFE PODCAST: Tackling the Tax Filing Complications of RMDs and CRDs
Apr 16
STWS

FEDLIFE PODCAST: Tackling the Tax Filing Complications of RMDs and CRDs

Taxes
Image for FEDLIFE PODCAST: Sold Your Home in 2020? Here Are The Tax Consequences
Mar 31
STWS

FEDLIFE PODCAST: Sold Your Home in 2020? Here Are The Tax Consequences

Taxes
Image for IRS Extends Individual Tax Filing Deadline to May 17 & RMDs Return in 2021
Mar 24
Ed Zurndorfer

IRS Extends Individual Tax Filing Deadline to May 17 & RMDs Return in 2021

Taxes
Image for What Some Employees and Annuitants Will Not See on Their 2020 1099-R Forms
Mar 10
Ed Zurndorfer

What Some Employees and Annuitants Will Not See on Their 2020 1099-R Forms

Taxes
Image for FEDLIFE PODCAST 44: Tax Filing Statuses and Capital Gains
Mar 5
STWS

FEDLIFE PODCAST 44: Tax Filing Statuses and Capital Gains

Taxes
Image for Understanding the Tax Consequences of Selling One’s Personal Home: Part II
Mar 2
Ed Zurndorfer

Understanding the Tax Consequences of Selling One’s Personal Home: Part II

Taxes
Image for Understanding the Tax Consequences of Selling One’s Personal Home: Part I
Feb 24
Ed Zurndorfer

Understanding the Tax Consequences of Selling One’s Personal Home: Part I

Taxes
Image for Understanding the Tax Reporting Rules of Capital Gains and Losses
Feb 18
Ed Zurndorfer

Understanding the Tax Reporting Rules of Capital Gains and Losses

Taxes
Image for Capitol Recap: Weekly News Update for Federal Employees
Feb 17
Jennifer Meyer

Capitol Recap: Weekly News Update for Federal Employees

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”).