Tax Planning

Listen to the Full Episode: You’ve spent decades building your TSP, but how you take money out in retirement can be just as important as

Listen to the Full Episode:  Estate Planning for Federal Employees: Why a Will Isn’t Enough Estate planning for federal employees involves more than simply

Listen to the Full Episode:  Understanding OPM Retirement Processing OPM retirement processing can take time, leaving federal retirees wondering how they will pay their

Listen to the Full Episode:  Why Your Social Security Strategy Matters Social Security strategy is an important part of retirement planning, but should you

Listen to the Full Episode:  Most federal employees focus on how much they’ve saved for retirement, but overlook one critical factor that can determine

Listen to the Full Episode:  Are your retirement decisions based on your own goals, or are they influenced by headlines, ads, and market noise?

Listen to the Full Episode:  Charitable giving can play an important role in retirement, and the way you give can have a big effect

Listen to the Full Episode:  In this episode of the Plan Your Federal Retirement Podcast, Micah Shilanski, Managing Partner and Wealth Advisor, and Luke

Listen to the Full Episode:  Inflation doesn’t always show up loudly, and for many federal employees and retirees, the biggest danger is assuming COLA

Listen to the Full Episode:  Retirement isn’t just about making your money last, it’s about using it wisely while you still can. In this

Listen to the Full Episode:  As the year closes, federal employees can’t afford to miss critical planning opportunities that protect their retirement and avoid

Listen to the Full Episode:  A year-end retirement review can be a valuable step for federal employees who want to better understand their benefits

Listen to the Full Episode:  Year-end is one of the most strategic times for Federal Employees to review their financial picture, retirement timeline, and

Listen to the Full Episode:  In this episode of Plan Your Federal Retirement, Jamie C. Shilanski, RFC®, talks about one of the most stressful

Listen to the Full Episode: Ever wonder what questions other federal employees are asking as they plan for retirement? In this special episode, we’re taking

Listen to the Full Episode: When it comes to money, the emotional impact is often overlooked, but it can ‘make or break’ a family’s financial

Listen to the Full Episode: Healthcare is one of the most important, and often most confusing, parts of retirement. For federal employees, the combination of

Listen to the Full Episode: Social Security is one of the most misunderstood parts of retirement planning. For federal employees and their families, it’s not

Listen to the Full Episode: Are you a year away from retirement? The final 12 months before you retire from federal service are some of

Listen to the Full Episode: What does real retirement readiness look like?  In this episode, Micah is joined by his father and mentor, Floyd, to