There might not be many CSRS offset employees and annuitants, but often, many of these employees and annuitants do not have a full understanding of how their retirement benefits work.
FEDLIFE Podcast Ep. 68: Understanding CSRS and FERS Offset Benefits and Rules
In this episode, Dan Sipe speaks with Ed Zurndorfer to discuss everything you need to know about CSRS and FERS offsets BEFORE you retire, and how to make the most of your retirement accounts to better ensure a stable financial future.
Dan and Ed discuss:
- How a federal employee is covered with either CSRS or FERS offsets
- Different reductions that can take place when it comes to different annuities
- How a retiring federal employee can check which system they are part of
- Whether CSRS offset annuitants are subject to Social Security offsets – the WEP or the GPO
- Cost-of-Living Adjustments (COLAs) and CSRS offset
- 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.
