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Tax Planning

Effective Tax Planning can help you minimize your tax liability and maximize your retirement income. We guide you through understanding the tax implications of your federal benefits, TSP withdrawals, and other retirement income sources.

Explore these topics to build a solid foundation for your retirement. For deeper insights, don’t forget to check our podcasts and articles!

Unexpected Taxes

I am not sure this question is easy to answer but here goes. I retired in 2019 (LEO RET/Special Provisions) and immediately took a job

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FERS Supplement

Once your FERS Supplement ends, should you take Social Security benefits? This really comes down to a case by case basis. As you probably know

Read More »
tax planning in retirement

Unexpected Taxes

I am not sure this question is easy to answer but here goes. I retired in 2019 (LEO RET/Special Provisions) and immediately took a job

Read More »

FERS Supplement

Once your FERS Supplement ends, should you take Social Security benefits? This really comes down to a case by case basis. As you probably know

Read More »

Unexpected Taxes

I am not sure this question is easy to answer but here goes. I retired in 2019 (LEO RET/Special Provisions) and immediately took a job

Read More »

FERS Supplement

Once your FERS Supplement ends, should you take Social Security benefits? This really comes down to a case by case basis. As you probably know

Read More »
tax planning in retirement

Unexpected Taxes

I am not sure this question is easy to answer but here goes. I retired in 2019 (LEO RET/Special Provisions) and immediately took a job

Read More »

FERS Supplement

Once your FERS Supplement ends, should you take Social Security benefits? This really comes down to a case by case basis. As you probably know

Read More »

Your TSP After Retirement

We have had hundreds of federal employees ask us to discuss the TSP more in-depth so that they can stop “emotionally trading” their accounts. 

That is why we created this guide with the most important considerations you need to make when using your TSP as a retirement savings account.

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