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CSRS (Civil Service Retirement System)

Survivor Benefits Paid to a Spouse or Former Spouse of a Deceased Federal Employee

June 13, 2019 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

2018 Tax Year Savings Strategies

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

June 6, 2019 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Federal benefits expert, Ed Zurndorfer, provides a checklist of tasks that need to be performed to receive survivor benefits more…

How CSRS and FERS Survivor Annuities Are Federally Taxed

July 16, 2018 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

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?

August 31, 2017 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

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

June 7, 2017 My Federal Retirement

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

September 29, 2009 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

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…

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