Unlocking Tax Savings for Federal Retirees

Overview

This course simplifies the tax rules for federal retirement benefits, covering the Civil Service Retirement System (CSRS), Federal Employees Retirement System (FERS), and Thrift Savings Plan (TSP). You’ll learn to calculate taxable annuity payments, understand exceptions to early withdrawal penalties, and explore techniques to minimize taxes and maximize savings for retired and disabled federal employees and their survivors.

Find this course for your license

License or Certification

Regulator

Objectives

Identify the appropriate tax treatment of distributions to retired civil service employees
Identify the appropriate tax treatment of distributions to survivors of civil service retirees and employees
Identify the appropriate tax treatment of distributions to disabled civil service retirees

Tax Year: 2023

Designed For:

CPAs, EAs, and other tax professionals

WebCE® is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. For more information regarding WebCE administrative policies such as refunds, cancellations and concerns, please contact Support Services at 877-488-9308.

Course Information

Adding additional credit may change exam requirements.

Advanced Preparation:

None

At WebCE, we are passionate about delivering exceptional professional development solutions. With world-class customer support and education to serve multiple professions, we're here to help professionals reach their career goals.

Quick Links

Catalog

Business Solutions

Blog

Special Offers

All Products

Information

Privacy

Business Continuity

Accessibility

Sitemap

Terms