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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 18)

Image for FedLife Podcast: Taxation of TSP withdrawals with Ed Zurndorfer
Apr 28
STWS

FedLife Podcast: Taxation of TSP withdrawals with Ed Zurndorfer

Taxes TSP
Image for IRS Releases New SECURE Act Regulations That Affect RMDs – Part I
Apr 26
Ed Zurndorfer

IRS Releases New SECURE Act Regulations That Affect RMDs – Part I

Taxes
Image for FedLife Podcast: Tax Withdrawals Before Retiring from Federal Service
Apr 20
STWS

FedLife Podcast: Tax Withdrawals Before Retiring from Federal Service

Taxes
Image for Options for Feds Unable to Pay the 2021 Federal Income Tax Balance Due
Apr 13
Ed Zurndorfer

Options for Feds Unable to Pay the 2021 Federal Income Tax Balance Due

Taxes
Image for FEDLIFE Podcast: How Federal Retirement Benefits Are Taxed
Apr 8
STWS

FEDLIFE Podcast: How Federal Retirement Benefits Are Taxed

Taxes
Image for How Federal Employee Retirement Benefits Are Taxed by the IRS – Part VI
Apr 6
Ed Zurndorfer

How Federal Employee Retirement Benefits Are Taxed by the IRS – Part VI

Taxes TSP
Image for How Federal Employee Retirements Benefits Are Taxed by the IRS – Part V
Mar 24
Ed Zurndorfer

How Federal Employee Retirements Benefits Are Taxed by the IRS – Part V

Taxes
Image for Understanding the 5 Year Rule for Roth IRAs
Mar 23
Benefits Ben

Understanding the 5 Year Rule for Roth IRAs

Taxes
Image for Federal Benefits Quiz: Test Your Knowledge
Mar 18
STWS

Federal Benefits Quiz: Test Your Knowledge

Taxes TSP
Image for How Federal Employee Retirement Benefits Are Taxed by the IRS – Part IV
Mar 17
Ed Zurndorfer

How Federal Employee Retirement Benefits Are Taxed by the IRS – Part IV

Taxes
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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”).