Tax Planning with Ed Zurndorfer

Don't miss the opportunity to learn from one of the leading professionals on Federal Employee Benefits, Ed Zurndorfer, in a complimentary webinar for federal employees.

This Session Covers

Tax Planning for Feds:

An Overview of How Federal Benefits are Taxed

  • FERS Annuity
  • CSRS Annuity
  • TSP Withdrawals from both Traditional and Roth TSP accounts
  • Survivor Benefits

Ed reviews how the IRS treats each of these items for Federal Employees.

Other Tax Planning Topics to Consider

The taxation of Social Security Benefits, how much the state you live in impacts your net amount of income, and which states have the highest and lowest property tax rates

The 2017 Tax Law

  • How it affects Federal Employees
  • Things to watch out for
  • 2020 tax brackets
  • IRA Contribution Limits
  • How Medicare affects taxes ... plus more!

* Raymond James is not affiliated with Ed Zurndorfer. Any opinions are those of Ed Zurndorfer and not necessarily those of Raymond James.

Event details

Tax Planning with Ed Zurndorfer

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This is a complimentary virtual event hosted on Zoom. A link to the event will be provided after registration.

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