Tax Planning

#89: What Clients Miss When Talking With Financial Planners

Listen to the Full Episode: This episode is all about some interesting real-life client stories in the world of retirement planning that happened during this

When is The Best Time to Take Social Security

“should I delay my social security and let my wife draw it until my FRA? I planned on drawing at 62 anyways. I am retired navy and

Follow Up Friday – Year End Tax Planning

Listen to the Full Episode: Listen to this week’s recap episode with Sierra Steele and make sure you know how to manage your Year-End Tax

#88: Year End Tax Planning

Listen to the Full Episode: As the year winds down, it’s time to get proactive about your finances and tax planning! Join us as we

How not to get permanently stuck with Minimum Required Distributions

“If I retire after age 62, and supplement my monthly FERS pension by making small withdrawals from my Traditional TSP (assume $2,000/ month), would IRS

Follow Up Friday – What To Have In Savings?

Listen to the Full Episode: How do you know what to have in savings? Learn all about great tips on how to organize your savings

#81: What To Have In Savings?

Listen to the Full Episode: How many months’ worth of living expenses do you need to have saved up and why? Do you have emergency

FERS and Social Security

“I am turning 62 and I am drawing disability FERS. Can I draw social security and FERS together? And will my FERS change when I

Follow Up Friday – Costly Mistakes

Listen to the Full Episode: What if you erroneously select an annuity from the TSP instead of a withdrawal from it, can you reverse that

Ep #73: Costly Mistakes

Listen to the Full Episode: Net vs. Gross income. Which one hits the door of your bank account? Changes regarding insurance? Life insurance, health insurance…

Withdrawing from Your TSP

“Hello, I have 31k in my TSP. Is it possible to withdraw the total amount at one time? ” – Bill. https://youtu.be/ueICsrk2rtI Demystifying TSP Withdrawals

Follow Up Friday – Secure Act 2.0 with Steven Jarvis

Listen to the Full Episode: Changes the Secure 2.0 brings and what do they mean for the retirees and federal employees, covered by Victoria Kellerman.

Ep #71: Secure Act 2.0 with Steven Jarvis

Listen to the Full Episode: Changes are happening, and questions have been raised! That is why we have a special guest in today’s episode –

Ep #68: Social Security Increase and Cash Flow

Listen to the Full Episode: Whether you are 30, 50, or 70, a subject that has a hold on you is how to improve

Roth Conversions and Taxes

“I’m just about 65 and make about 125K a year working for the federal government. I plan to retire in five years when I’m 70.

Changing the Distribution of your TSP

“I retired as a FERS employee at age 56 with over 32 years of service. Upon retirement, I chose to withdraw $2000 per month from

Ep #58: Roth Conversion Options

Listen to the Full Episode: Have you noticed that the markets are down? Did you know there are some key opportunities to look into when

How to plan what source to withdraw from

“How to plan which source to withdraw from and when (TSP, Roth, other investments) over the retirement years to supplement pensions and SS. Are tax

ROTH IRA Contribution or Conversion?

“I watched the very helpful video on ROTH IRA conversions. I will be retiring by the end of 2022 and I do not have any

#89: What Clients Miss When Talking With Financial Planners

Listen to the Full Episode: This episode is all about some interesting real-life client stories in the world of retirement planning that happened during this

When is The Best Time to Take Social Security

“should I delay my social security and let my wife draw it until my FRA? I planned on drawing at 62 anyways. I am retired navy and

Follow Up Friday – Year End Tax Planning

Listen to the Full Episode: Listen to this week’s recap episode with Sierra Steele and make sure you know how to manage your Year-End Tax

#88: Year End Tax Planning

Listen to the Full Episode: As the year winds down, it’s time to get proactive about your finances and tax planning! Join us as we

How not to get permanently stuck with Minimum Required Distributions

“If I retire after age 62, and supplement my monthly FERS pension by making small withdrawals from my Traditional TSP (assume $2,000/ month), would IRS

Follow Up Friday – What To Have In Savings?

Listen to the Full Episode: How do you know what to have in savings? Learn all about great tips on how to organize your savings

#81: What To Have In Savings?

Listen to the Full Episode: How many months’ worth of living expenses do you need to have saved up and why? Do you have emergency

FERS and Social Security

“I am turning 62 and I am drawing disability FERS. Can I draw social security and FERS together? And will my FERS change when I

Follow Up Friday – Costly Mistakes

Listen to the Full Episode: What if you erroneously select an annuity from the TSP instead of a withdrawal from it, can you reverse that

Ep #73: Costly Mistakes

Listen to the Full Episode: Net vs. Gross income. Which one hits the door of your bank account? Changes regarding insurance? Life insurance, health insurance…

Withdrawing from Your TSP

“Hello, I have 31k in my TSP. Is it possible to withdraw the total amount at one time? ” – Bill. https://youtu.be/ueICsrk2rtI Demystifying TSP Withdrawals

Follow Up Friday – Secure Act 2.0 with Steven Jarvis

Listen to the Full Episode: Changes the Secure 2.0 brings and what do they mean for the retirees and federal employees, covered by Victoria Kellerman.

Ep #71: Secure Act 2.0 with Steven Jarvis

Listen to the Full Episode: Changes are happening, and questions have been raised! That is why we have a special guest in today’s episode –

Ep #68: Social Security Increase and Cash Flow

Listen to the Full Episode: Whether you are 30, 50, or 70, a subject that has a hold on you is how to improve

Roth Conversions and Taxes

“I’m just about 65 and make about 125K a year working for the federal government. I plan to retire in five years when I’m 70.

Changing the Distribution of your TSP

“I retired as a FERS employee at age 56 with over 32 years of service. Upon retirement, I chose to withdraw $2000 per month from

Ep #58: Roth Conversion Options

Listen to the Full Episode: Have you noticed that the markets are down? Did you know there are some key opportunities to look into when

How to plan what source to withdraw from

“How to plan which source to withdraw from and when (TSP, Roth, other investments) over the retirement years to supplement pensions and SS. Are tax

ROTH IRA Contribution or Conversion?

“I watched the very helpful video on ROTH IRA conversions. I will be retiring by the end of 2022 and I do not have any

#89: What Clients Miss When Talking With Financial Planners

Listen to the Full Episode: This episode is all about some interesting real-life client stories in the world of retirement planning that happened during this

When is The Best Time to Take Social Security

“should I delay my social security and let my wife draw it until my FRA? I planned on drawing at 62 anyways. I am retired navy and

Follow Up Friday – Year End Tax Planning

Listen to the Full Episode: Listen to this week’s recap episode with Sierra Steele and make sure you know how to manage your Year-End Tax

#88: Year End Tax Planning

Listen to the Full Episode: As the year winds down, it’s time to get proactive about your finances and tax planning! Join us as we

How not to get permanently stuck with Minimum Required Distributions

“If I retire after age 62, and supplement my monthly FERS pension by making small withdrawals from my Traditional TSP (assume $2,000/ month), would IRS

Follow Up Friday – What To Have In Savings?

Listen to the Full Episode: How do you know what to have in savings? Learn all about great tips on how to organize your savings

#81: What To Have In Savings?

Listen to the Full Episode: How many months’ worth of living expenses do you need to have saved up and why? Do you have emergency

FERS and Social Security

“I am turning 62 and I am drawing disability FERS. Can I draw social security and FERS together? And will my FERS change when I

Follow Up Friday – Costly Mistakes

Listen to the Full Episode: What if you erroneously select an annuity from the TSP instead of a withdrawal from it, can you reverse that

Ep #73: Costly Mistakes

Listen to the Full Episode: Net vs. Gross income. Which one hits the door of your bank account? Changes regarding insurance? Life insurance, health insurance…

Withdrawing from Your TSP

“Hello, I have 31k in my TSP. Is it possible to withdraw the total amount at one time? ” – Bill. https://youtu.be/ueICsrk2rtI Demystifying TSP Withdrawals

Follow Up Friday – Secure Act 2.0 with Steven Jarvis

Listen to the Full Episode: Changes the Secure 2.0 brings and what do they mean for the retirees and federal employees, covered by Victoria Kellerman.

Ep #71: Secure Act 2.0 with Steven Jarvis

Listen to the Full Episode: Changes are happening, and questions have been raised! That is why we have a special guest in today’s episode –

Ep #68: Social Security Increase and Cash Flow

Listen to the Full Episode: Whether you are 30, 50, or 70, a subject that has a hold on you is how to improve

Roth Conversions and Taxes

“I’m just about 65 and make about 125K a year working for the federal government. I plan to retire in five years when I’m 70.

Changing the Distribution of your TSP

“I retired as a FERS employee at age 56 with over 32 years of service. Upon retirement, I chose to withdraw $2000 per month from

Ep #58: Roth Conversion Options

Listen to the Full Episode: Have you noticed that the markets are down? Did you know there are some key opportunities to look into when

How to plan what source to withdraw from

“How to plan which source to withdraw from and when (TSP, Roth, other investments) over the retirement years to supplement pensions and SS. Are tax

ROTH IRA Contribution or Conversion?

“I watched the very helpful video on ROTH IRA conversions. I will be retiring by the end of 2022 and I do not have any

#89: What Clients Miss When Talking With Financial Planners

Listen to the Full Episode: This episode is all about some interesting real-life client stories in the world of retirement planning that happened during this

When is The Best Time to Take Social Security

“should I delay my social security and let my wife draw it until my FRA? I planned on drawing at 62 anyways. I am retired navy and

Follow Up Friday – Year End Tax Planning

Listen to the Full Episode: Listen to this week’s recap episode with Sierra Steele and make sure you know how to manage your Year-End Tax

#88: Year End Tax Planning

Listen to the Full Episode: As the year winds down, it’s time to get proactive about your finances and tax planning! Join us as we

How not to get permanently stuck with Minimum Required Distributions

“If I retire after age 62, and supplement my monthly FERS pension by making small withdrawals from my Traditional TSP (assume $2,000/ month), would IRS

Follow Up Friday – What To Have In Savings?

Listen to the Full Episode: How do you know what to have in savings? Learn all about great tips on how to organize your savings

#81: What To Have In Savings?

Listen to the Full Episode: How many months’ worth of living expenses do you need to have saved up and why? Do you have emergency

FERS and Social Security

“I am turning 62 and I am drawing disability FERS. Can I draw social security and FERS together? And will my FERS change when I

Follow Up Friday – Costly Mistakes

Listen to the Full Episode: What if you erroneously select an annuity from the TSP instead of a withdrawal from it, can you reverse that

Ep #73: Costly Mistakes

Listen to the Full Episode: Net vs. Gross income. Which one hits the door of your bank account? Changes regarding insurance? Life insurance, health insurance…

Withdrawing from Your TSP

“Hello, I have 31k in my TSP. Is it possible to withdraw the total amount at one time? ” – Bill. https://youtu.be/ueICsrk2rtI Demystifying TSP Withdrawals

Follow Up Friday – Secure Act 2.0 with Steven Jarvis

Listen to the Full Episode: Changes the Secure 2.0 brings and what do they mean for the retirees and federal employees, covered by Victoria Kellerman.

Ep #71: Secure Act 2.0 with Steven Jarvis

Listen to the Full Episode: Changes are happening, and questions have been raised! That is why we have a special guest in today’s episode –

Ep #68: Social Security Increase and Cash Flow

Listen to the Full Episode: Whether you are 30, 50, or 70, a subject that has a hold on you is how to improve

Roth Conversions and Taxes

“I’m just about 65 and make about 125K a year working for the federal government. I plan to retire in five years when I’m 70.

Changing the Distribution of your TSP

“I retired as a FERS employee at age 56 with over 32 years of service. Upon retirement, I chose to withdraw $2000 per month from

Ep #58: Roth Conversion Options

Listen to the Full Episode: Have you noticed that the markets are down? Did you know there are some key opportunities to look into when

How to plan what source to withdraw from

“How to plan which source to withdraw from and when (TSP, Roth, other investments) over the retirement years to supplement pensions and SS. Are tax

ROTH IRA Contribution or Conversion?

“I watched the very helpful video on ROTH IRA conversions. I will be retiring by the end of 2022 and I do not have any

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#89: What Clients Miss When Talking With Financial Planners

Withdrawing from Your TSP

#89: What Clients Miss When Talking With Financial Planners

Withdrawing from Your TSP

#89: What Clients Miss When Talking With Financial Planners

Withdrawing from Your TSP

#89: What Clients Miss When Talking With Financial Planners

Withdrawing from Your TSP

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