#116 The Strategic Role of Qualified Charitable Distributions in Retirement
Listen to the Full Episode: How can Qualified Charitable Distributions in Retirement help you give strategically and reduce taxes? In this podcast episode, Christian and
Buying Back Military Time and Pension
Hello, I just started federal employment this July. I served Active Duty in the Army for 9 years from 2009 to 2018. In 2018 I
#115 Essential Steps to Secure Your Federal Retirement: What You Need to Know
Listen to the Full Episode: Ready to secure your federal retirement? In this podcast episode, Micah and Christian discuss essential steps to secure your federal
Insurance Coverage And Medicare
Yes, my name is Bobby and I have a question on the life insurance coverage. I read here that it said that the basic life
#114 Boost Your Retirement Savings: Understanding FERS Contribution Rates
Listen to the Full Episode: Navigating federal retirement benefits can be complex, but understanding FERS contribution rates is key. These rates determine your eligibility, pension
When do Your Years Stop Counting Towards Your FERS Retirement
“Yes, my name is Marty. I like to know about FERS, if there is a maximum amount of years that I can work and then
#113 Retirement Tax Traps: How to Avoid Surprises in Your Federal Retirement Planning
Listen to the Full Episode: Understanding how to navigate taxes in retirement is crucial for preserving your hard-earned income. From Roth conversions to Qualified Charitable
FERS Part-Time Service: Clarifying the Creditable Service Rules
Yes, my name is Martha, and I tune into as many of your podcasts as I can, for your valuable information, I have a question
#112 Crafting Your 10-Year Tax Plan: How to Reduce Liabilities in Your FERS Retirement
Listen to the Full Episode: Planning for your retirement requires a solid understanding of your options. Discover the best strategies for managing your Thrift Savings
Navigating Earnings Limit and SRS: What Happens When You Turn 62?
If you have a birth month of Jan ro April, and the year you obtain age 61, you exceed the earnings limit, how is that
#111 Rental Property And Estate Planning
Listen to the Full Episode: Are you ready to turn your retirement savings into a reliable income stream? Understanding your spending goals and determining your
Understanding the FERS Supplement: Eligibility and Next Steps
FERS supplement annuity. I retired from SSA under the 25 years of service at any age in 2014. I was told I would be eligible