TSP Planning With Ed Zurndorfer

An Overview of the Thrift Savings Plan (TSP)

Contributions and how they work, including limits and getting the biggest match
Ways to maximize tax savings
The main differences between Roth and Traditional TSP accounts

Understanding the Different Funds
An overview of the five main TSP funds (G, F, C, S, & I) and the Lifecycle (or “L” Funds), plus tips for developing an effective investment strategy that matches your time horizon, risk tolerance, and other individual factors.

Other Information About TSP Planning:

Withdrawal options
Loans
Taxation
The TSP annuity options
Mixed withdrawal, plus more!

Speaker and Presenter Information

Edward A. Zurndorfer, EA, CFP, CLU, ChFC, CEBS has been conducting Federal employee benefits and planning for retirement workshops at various Federal agencies throughout the country since 1999.

Mr. Zurndorfer has written numerous publications for the Federal Employees News Digest (FEND) on Federal employee benefits and is the moderator of FEND's popular Federal Soup Question and Answer Forum. Ed is the top contributor for FedSoup. Ed also writes a weekly column on Federal employee benefits and retirement issues. He has also been heard on Federal News Radio.

In addition, Ed is the owner of EZ Accounting and Financial Services, an accounting practice that serves of 200+ clients throughout the country and he is an Enrolled agent, representing taxpayers in disputes before the IRS.

Relevant Government Agencies

Air Force, Army, Navy & Marine Corps, Intelligence Agencies, DOD & Military, Office of the President (includes OMB), Dept of Agriculture, Dept of Commerce, Dept of Education, Dept of Energy, Dept of Health & Human Services, Dept of Homeland Security, Dept of Housing & Urban Development, Dept of the Interior, Dept of Justice, Dept of Labor, Dept of State, Dept of Transportation, Dept of Treasury, Dept of Veterans Affairs, EPA, GSA, USPS, SSA, NASA, Legislative Agencies (GAO, GPO, LOC, etc.), Judicial Branch Agencies, CIA, FEMA, Census Bureau, Office of Personnel Management, Coast Guard, National Institutes of Health, FAA, USAID, National Guard Association, Federal Government, FDA, NSA, FCC