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STWS Our Team Fed-Focused Financial Planning Fiduciary Investment Management Blogs & Podcasts Featured Authors Benefits Ben Jennifer Meyer Katelyn Murray Podcasts FedLife The Fed15 Ed Zurndorfer Learn CSRS FEGLI & Life Insurance FEHB/Medicare FERS Social Security Taxes TSP FLTCIP/Long-term Care Contact Us Meet With Us Refer a Friend Careers Webinars & Seminars Discover a New Way to Learn About Your Benefits. CSRS FEGLI & Life Insurance FEHB/Medicare FERS FLTCIP/Long-term Care Social Security Taxes TSP May 9 Thank You, Feds! It’s Public Service Recognition Week FERS May 8 Cost of Living Adjustments: How COLAs Work for FERS Annuitants Taxes TSP May 7 The Fed15 Podcast: How the TSP is Taxed and Some Financial Tips TSP May 6 What to Know About the TSP Performance Dip in April See all latest articles Informative Webinars For Federal Employees Core Webinar May 14, 2024 11 AM Tax Planning with Ed Zurndorfer Register Core Webinar May 17, 2024 11 AM TSP Planning With Ed Zurndorfer Register Core Webinar May 22, 2024 10 AM Understanding Your FEHB & Medicare Benefits Register May 23 1 PM Webinar Long Term Care Webinar: Understanding FLTCIP Register Jun 4 11 AM Core Webinar Understanding Your Federal Retirement Benefits: FERS Register Jun 6 1 PM Core Webinar Tax Planning with Ed Zurndorfer Register Jun 11 1 PM Webinar Estate Planning for Federal Employees Register Jun 18 10 AM Core Webinar Understanding Your FEHB & Medicare Benefits Register See all Webinars and Seminars Federal Employees Deserve to Know About Their Benefits. Podcast FEDLife with Dan Sipe May 3 Tax Credits for Your Child’s Education Join Dan and Ed as they unlock the potential of college savings accounts for a brighter future! Subscribe FEDZone With Ed Zurndorfer The FedZone is your place for timely and accurate information about your Federal benefits and retirement. Get the latest from Ed, Jennifer Meyer, and Benefits Ben. Upcoming Ed Talks May 14 Tax Planning with Ed Zurndorfer May 17 TSP Planning With Ed Zurndorfer May 22 Understanding Your FEHB & Medicare Benefits Learn More from Ed Z May 8 Ed Zurndorfer Cost of Living Adjustments: How COLAs Work for FERS Annuitants FERS Apr 29 Ed Zurndorfer Cost-of-Living Adj.: How COLAs Work for CSRS and CSRS-Offset Annuitants CSRS Apr 22 Ed Zurndorfer What is a Backdoor Roth IRA? Review Advantages and Tax Implications CSRS Taxes Apr 12 Ed Zurndorfer Making First Quarter 2024 Estimated Tax Payments Taxes More from the FEDZone Get the latest federal employee benefit updates from Serving Those Who Serve. Please enable JavaScript in your browser to complete this form. Email * How Can Serving Those Who Serve Help You? If you’re a Career Fed who wants the most from your retirement and benefits package … schedule an initial consultation today! Client Portal Login © 2021. All Rights Reserved. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Serving Those Who Serve (STWS) is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members. Contact our office for information and availability. Raymond James Privacy Policy Check the background of this firm on FINRA’s BrokerCheck Finra SIPC STWS is owned and operated by Daniel Sipe and Tom Lee (the Financial Advisors”). The Financial Advisors are registered financial professionals of Raymond James Financial Services, Inc. (RJFS”), a broker-dealer registered with the Securities and Exchange Commission (SEC”), and Raymond James Financial Services Advisors, Inc. (RJFSA”), an investment adviser registered with the SEC, (collectively, with their affiliates, Raymond James”). Mr. Zurndorfer does not pay compensation to or receive compensation from STWS in connection with Presentations hosted by Mr. Zurndorfer. However, Mr. Zurndorfer does provide similar educational presentations at certain Federal Retirement Benefits Seminars (Seminars”) hosted by STWS, for which Mr. Zurndorfer receives compensation from STWS. All presentations, seminars, articles and videos are informational in nature and are not geared toward the circumstances or goals of any particular attendee; they are not intended to be, and should not be relied upon as, investment advice to anyone or a solicitation of Raymond James’ services. Mr. Zurndorfer is not affiliated with Raymond James, and is not authorized to provide investment advice on behalf of Raymond James, to solicit or refer investors to Raymond James, or to act for or bind Raymond James. The presentations, seminars, articles, videos, Mr. Zurndorfer, and the educational information provided therein are not sponsored or endorsed by Raymond James, and should in no way be considered an endorsement of, referral to, recommendation for, or offer to purchase any product or service from Raymond James or the Financial Advisors. Federal government agencies, including the SEC, do not endorse or sponsor particular securities, issuers, products, services, professional credentials, firms, or individuals. Neither Raymond James, the Financial Advisors, STWS, nor Mr. Zurndorfer are affiliated with, endorsed by, or authorized to speak on behalf of the U.S. Government, the Federal Employee Retirement System, or any other Federal Government-sponsored benefits programs or retirement plans, including the Thrift Savings Plan (collectively, Federal Benefits Plans”). 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