Federal benefits expert, Ed Zurndorfer, discusses what the GPO is, Congress’ rationale in passing it into law, and how it affects some federal retirees more…
CSRS (Civil Service Retirement System)
WEP Repeal Legislation Introduced in House
If passed, the bill would permanently repeal the Windfall Elimination Provision affecting many federal retirees and transition “to a fair formula” for receiving Social Security benefits more…
What Is the Lump Sum Death Benefit and Who Is Eligible to Receive It?
Federal benefits expert, Ed Zurndorfer, discusses the lump sum death benefit paid to survivors of deceased CSRS or FERS employees and retirees. more…
Survivor Benefits Paid to a Spouse or Former Spouse of a Deceased Federal Employee
Federal benefits expert, Ed Zurndorfer, presents how spouses (or former spouses) of federal employees may be entitled to certain survivor benefits upon the death of the employee. Charts and worksheets are provided. more…
Guide for Surviving Beneficiaries Upon the Passing of an Active or Retired Federal Employee
Federal benefits expert, Ed Zurndorfer, provides a checklist of tasks that need to be performed to receive survivor benefits more…
How CSRS and FERS Annuities Are Taxed Under the Alternative Annuity (Lump Sum) Option
Federal benefits expert Ed Zurndorfer discusses the federal income tax liability a retiring federal employee has if they choose a lump sum alternative form of a CSRS or FERS annuity. more…
How CSRS and FERS Survivor Annuities Are Federally Taxed
Federal benefits expert, Ed Zurndorfer, discusses how CSRS and FERS survivor annuity benefits are taxed by the federal government. Several examples and a sample worksheet are included more…
How Would a High-Five Average Salary Affect Future Federal Retirees?
Federal benefits expert, Ed Zurndorfer, discusses how much will the average retiring federal employee lose if a high-five average salary is adopted for purposes of calculating a CSRS or FERS annuity more…
Your Federal Retirement Annuity: CSRS and FERS
Need to brush up on the federal retirement eligibility rules or how your retirement annuity will be calculated? This video can help. more…
Voluntary Contribution Program (VCP): Withdrawal Options for CSRS and CSRS-Offset Employees
Federal benefits expert, Edward Zurndorfer, provides insight on the three withdrawal methods for VCP participants, including a rollover to a Roth IRA and annuity options that allow a CSRS or CSRS Offset employee the option to receive an additional CSRS annuity from the Office of Personnel Management. Practical examples are included more…