In this episode, Dan Sipe and Ed Zurndorfer unpack each benefit while detailing everything you need to know about how the OPM calculates your annuity supplement.
FEDLIFE Podcast, Ep.76: Your Guide to The FERS Annuity Supplement with Ed Zurndorfer
Summary: As a FERS employee, you are eligible for the following three benefits when you retire:
- FERS Annuity
- TSP
- Social Security
However, each benefit comes with its own set of rules and regulations. In this episode, Dan Sipe and Ed Zurndorfer unpack each benefit while detailing everything you need to know about how the OPM calculates your annuity supplement.
Dan & Ed discuss:
- An overview of retirement age requirements
- What’s the retiree annuity supplement
- The four steps to calculating your annuity supplement
- Why taking social security while working outside of federal service may not be optimal
- And more!
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“Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lee, Sipe & Associates, Inc. is not a registered broker/dealer and is independent of Raymond James. Content represents the opinions of the speaker and not necessarily those of Raymond James. Important Disclosure Information: http://raymondjames.com/smicd.htm.
