Celebrating the new year with the 5 most-listened-to podcast episodes of last year!

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Start the new year off right – properly prepare for retirement with our no-cost webinar series:

Dan Sipe and Ed Zurndorfer are back to educate listeners on the latest news about COLA for recipients in 2023. Ed navigates eligibility, how it’s determined, and what you can do to maximize this benefit.

In this episode, Dan Sipe and Ed Zurndorfer discuss everything you need to know about TSP withdrawals so you can make your money work for you.

In this episode, Dan Sipe speaks with Ed Zurndorfer to discuss everything federal employees need to know when going to file taxes this year to ensure that you’re getting the most out of your return.

A former federal employee is eligible for a Federal Employees Retirement System (FERS) or Civil Service Retirement System (CSRS) annuity for the rest of their life if they meet certain requirements.

Employees covered by the Federal Employees Retirement System (FERS) are eligible to retire with an immediate reduced annuity under MRA+10.

“Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lee, Sipe & Associates, Inc. is not a registered broker/dealer and is independent of Raymond James. Content represents the opinions of the speaker and not necessarily those of Raymond James. Important Disclosure Information: http://raymondjames.com/smicd.htm.

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