Early Retirement Planning (RIFs, VERA, VSIP, Discontinued Service Retirement, and more) for FERS Employees



An Overview of Early Retirement for Federal Employees, to include: 

  • RIF protocols
  • Understanding the Voluntary Early Retirement Authority (VERA) and how it applies to FERS employees
  • Understanding VSIPs
  • Understanding Discontinued Service Retirement and how it impacts FERS employees
  • Eligibility requirements and how to determine if you're eligible for early retirement through one of these methods
  • How your pension is calculated and what to expect in benefits

Understanding Your VERA Options

  • Healthcare options: Navigating FEHB and Medicare for early retirees
  • Understanding the impact of early retirement on Social Security and other benefits
  • Strategies for preparing financially and mentally for an early retirement

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, Office of Personnel Management, Coast Guard, National Institutes of Health, FAA, Census Bureau, USAID, National Guard Association, Federal Government, FDA, NSA, FCC


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Event Type
Virtual


This event has no exhibitor/sponsor opportunities


When
Wed, May 28, 2025, 2:30pm - 5:30pm ET


Cost
Complimentary:    $ 0.00


Website
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Organizer
Serving Those Who Serve


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