Tax Planning


Virtual Training Session presented by



to learn from one of the leading professionals on Federal Employee Benefits-


in a webinar for Federal Employees


February 10, 2021

11:00 AM - 2:00 PM est


The Event will be Hosted on Zoom


For FERS and CSRS Employees

Zoom Event Presented by Ed Zurndorfer

Link to Event will be Provided after Registration

The Virtual Training Session Will Cover:

An Overview of How Federal Benefits are Taxed

FERS Annuity, CSRS Annuity, TSP Withdrawals from both Traditional and Roth TSP

accounts, and Survivor Benefits- Ed reviews how the IRS treats

each of these items for Federal Employees

Other Taxation 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 and Information

& About the 2017 Tax Law

How it affects Federal Employees, things to watch out for, 2020 tax brackets,

IRA Contribution Limits, and how Medicare affects taxes, plus more!

Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation.