Tax Planning

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

Ep #47: Myths about CPA’s and Tax Preparation

In this episode, Micah is joined by a special guest who will shed light on some myths and misconceptions that you may be dealing with

Conflicting Information About My Lump Sum Annual Leave

”I have gotten conflicting information about my lump sum annual leave. I plan on retiring on 12/31/21. I know that I will get my lump

Follow Up Friday – New Year Planning (Finance and Fitness: The Two Things You Won’t Do 🙂 )

What you need to be thinking about getting done in the new year. Listen to the Full Episode: Enjoy the show? Use the Links Below

Ep #42: New Year Planning (Finance and Fitness: The Two Things You Won’t Do 🙂 )

It’s a new year, and Tammy and Micah are here to talk about some of the things that have changed, some of the things that

RMD’s And Planning Ahead

“I love your podcast and YouTube channel. Thanks. My question relates to Required Minimum Distributions. Looking far ahead I will turn 72 in June of

Are you confused about Roth TSP rules?

“Hi, I have a question regarding Roth TSP which I have not gotten a clear answer on. I will be 54 this year. I plan

Can you deduct your FEHB premiums in retirement?

I am aware that after I put in ten years’ federal civilian creditable service and then retire, my FERS annuity will be reduced monthly by

Can you discuss the benefits of maximizing the amount of contributions to the HSA?

https://youtu.be/sTR9M-po3jghttps://vimeo.com/590901980 Hello, first off, I wanted to say I really enjoy your podcasts. I have really learned a lot from you both over the past

Contributing to Spousal IRA’s

“I stumbled on your podcast and the information is GOLD – thank you! I am 45 and 15 years away from retirement. This year I

Tax Penalties in the Thrift Savings Plan

“Hello, I am a retired 58 yr old federal employee that retired after 34 years of service. My wife and I are looking at buying

Annual Max Contribution to Your TSP

Are you still allowed to contribute the maximum of $26,000 to the TSP even if you only work half of the year? Is there any

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

Sick and Annual Leave at Retirement

“Hi Micah and Tammy, I’m a Federal employee with 30 years in, and 5 years out from retirement. Can you explain how unused Sick and

Before You Cancel FEGLI

I researched the cost of life insurance and purchased a 20 year fixed plan that costs less than half what FEGLI will for me starting

Ep #26: What’s The Best Distribution Rate From Your TSP?

You’ve worked your whole life, now you’re ready to retire. But do you know how to maximize your benefits and set yourself up for retirement

Preparing for Retirement under FERS

“Forgetting for the moment the part my personal $$ contributions were over the years….Will the IRS tax my FERS ‘Unreduced Monthly Annuity’ (UMA) or my

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

Ep #47: Myths about CPA’s and Tax Preparation

In this episode, Micah is joined by a special guest who will shed light on some myths and misconceptions that you may be dealing with

Conflicting Information About My Lump Sum Annual Leave

”I have gotten conflicting information about my lump sum annual leave. I plan on retiring on 12/31/21. I know that I will get my lump

Follow Up Friday – New Year Planning (Finance and Fitness: The Two Things You Won’t Do 🙂 )

What you need to be thinking about getting done in the new year. Listen to the Full Episode: Enjoy the show? Use the Links Below

Ep #42: New Year Planning (Finance and Fitness: The Two Things You Won’t Do 🙂 )

It’s a new year, and Tammy and Micah are here to talk about some of the things that have changed, some of the things that

RMD’s And Planning Ahead

“I love your podcast and YouTube channel. Thanks. My question relates to Required Minimum Distributions. Looking far ahead I will turn 72 in June of

Are you confused about Roth TSP rules?

“Hi, I have a question regarding Roth TSP which I have not gotten a clear answer on. I will be 54 this year. I plan

Can you deduct your FEHB premiums in retirement?

I am aware that after I put in ten years’ federal civilian creditable service and then retire, my FERS annuity will be reduced monthly by

Can you discuss the benefits of maximizing the amount of contributions to the HSA?

https://youtu.be/sTR9M-po3jghttps://vimeo.com/590901980 Hello, first off, I wanted to say I really enjoy your podcasts. I have really learned a lot from you both over the past

Contributing to Spousal IRA’s

“I stumbled on your podcast and the information is GOLD – thank you! I am 45 and 15 years away from retirement. This year I

Tax Penalties in the Thrift Savings Plan

“Hello, I am a retired 58 yr old federal employee that retired after 34 years of service. My wife and I are looking at buying

Annual Max Contribution to Your TSP

Are you still allowed to contribute the maximum of $26,000 to the TSP even if you only work half of the year? Is there any

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

Sick and Annual Leave at Retirement

“Hi Micah and Tammy, I’m a Federal employee with 30 years in, and 5 years out from retirement. Can you explain how unused Sick and

Before You Cancel FEGLI

I researched the cost of life insurance and purchased a 20 year fixed plan that costs less than half what FEGLI will for me starting

Ep #26: What’s The Best Distribution Rate From Your TSP?

You’ve worked your whole life, now you’re ready to retire. But do you know how to maximize your benefits and set yourself up for retirement

Preparing for Retirement under FERS

“Forgetting for the moment the part my personal $$ contributions were over the years….Will the IRS tax my FERS ‘Unreduced Monthly Annuity’ (UMA) or my

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

Ep #47: Myths about CPA’s and Tax Preparation

In this episode, Micah is joined by a special guest who will shed light on some myths and misconceptions that you may be dealing with

Conflicting Information About My Lump Sum Annual Leave

”I have gotten conflicting information about my lump sum annual leave. I plan on retiring on 12/31/21. I know that I will get my lump

Follow Up Friday – New Year Planning (Finance and Fitness: The Two Things You Won’t Do 🙂 )

What you need to be thinking about getting done in the new year. Listen to the Full Episode: Enjoy the show? Use the Links Below

Ep #42: New Year Planning (Finance and Fitness: The Two Things You Won’t Do 🙂 )

It’s a new year, and Tammy and Micah are here to talk about some of the things that have changed, some of the things that

RMD’s And Planning Ahead

“I love your podcast and YouTube channel. Thanks. My question relates to Required Minimum Distributions. Looking far ahead I will turn 72 in June of

Are you confused about Roth TSP rules?

“Hi, I have a question regarding Roth TSP which I have not gotten a clear answer on. I will be 54 this year. I plan

Can you deduct your FEHB premiums in retirement?

I am aware that after I put in ten years’ federal civilian creditable service and then retire, my FERS annuity will be reduced monthly by

Can you discuss the benefits of maximizing the amount of contributions to the HSA?

https://youtu.be/sTR9M-po3jghttps://vimeo.com/590901980 Hello, first off, I wanted to say I really enjoy your podcasts. I have really learned a lot from you both over the past

Contributing to Spousal IRA’s

“I stumbled on your podcast and the information is GOLD – thank you! I am 45 and 15 years away from retirement. This year I

Tax Penalties in the Thrift Savings Plan

“Hello, I am a retired 58 yr old federal employee that retired after 34 years of service. My wife and I are looking at buying

Annual Max Contribution to Your TSP

Are you still allowed to contribute the maximum of $26,000 to the TSP even if you only work half of the year? Is there any

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

Sick and Annual Leave at Retirement

“Hi Micah and Tammy, I’m a Federal employee with 30 years in, and 5 years out from retirement. Can you explain how unused Sick and

Before You Cancel FEGLI

I researched the cost of life insurance and purchased a 20 year fixed plan that costs less than half what FEGLI will for me starting

Ep #26: What’s The Best Distribution Rate From Your TSP?

You’ve worked your whole life, now you’re ready to retire. But do you know how to maximize your benefits and set yourself up for retirement

Preparing for Retirement under FERS

“Forgetting for the moment the part my personal $$ contributions were over the years….Will the IRS tax my FERS ‘Unreduced Monthly Annuity’ (UMA) or my

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

Ep #47: Myths about CPA’s and Tax Preparation

In this episode, Micah is joined by a special guest who will shed light on some myths and misconceptions that you may be dealing with

Conflicting Information About My Lump Sum Annual Leave

”I have gotten conflicting information about my lump sum annual leave. I plan on retiring on 12/31/21. I know that I will get my lump

Follow Up Friday – New Year Planning (Finance and Fitness: The Two Things You Won’t Do 🙂 )

What you need to be thinking about getting done in the new year. Listen to the Full Episode: Enjoy the show? Use the Links Below

Ep #42: New Year Planning (Finance and Fitness: The Two Things You Won’t Do 🙂 )

It’s a new year, and Tammy and Micah are here to talk about some of the things that have changed, some of the things that

RMD’s And Planning Ahead

“I love your podcast and YouTube channel. Thanks. My question relates to Required Minimum Distributions. Looking far ahead I will turn 72 in June of

Are you confused about Roth TSP rules?

“Hi, I have a question regarding Roth TSP which I have not gotten a clear answer on. I will be 54 this year. I plan

Can you deduct your FEHB premiums in retirement?

I am aware that after I put in ten years’ federal civilian creditable service and then retire, my FERS annuity will be reduced monthly by

Can you discuss the benefits of maximizing the amount of contributions to the HSA?

https://youtu.be/sTR9M-po3jghttps://vimeo.com/590901980 Hello, first off, I wanted to say I really enjoy your podcasts. I have really learned a lot from you both over the past

Contributing to Spousal IRA’s

“I stumbled on your podcast and the information is GOLD – thank you! I am 45 and 15 years away from retirement. This year I

Tax Penalties in the Thrift Savings Plan

“Hello, I am a retired 58 yr old federal employee that retired after 34 years of service. My wife and I are looking at buying

Annual Max Contribution to Your TSP

Are you still allowed to contribute the maximum of $26,000 to the TSP even if you only work half of the year? Is there any

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

Sick and Annual Leave at Retirement

“Hi Micah and Tammy, I’m a Federal employee with 30 years in, and 5 years out from retirement. Can you explain how unused Sick and

Before You Cancel FEGLI

I researched the cost of life insurance and purchased a 20 year fixed plan that costs less than half what FEGLI will for me starting

Ep #26: What’s The Best Distribution Rate From Your TSP?

You’ve worked your whole life, now you’re ready to retire. But do you know how to maximize your benefits and set yourself up for retirement

Preparing for Retirement under FERS

“Forgetting for the moment the part my personal $$ contributions were over the years….Will the IRS tax my FERS ‘Unreduced Monthly Annuity’ (UMA) or my

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Conflicting Information About My Lump Sum Annual Leave

Can you deduct your FEHB premiums in retirement?

Sick and Annual Leave at Retirement

Preparing for Retirement under FERS

Conflicting Information About My Lump Sum Annual Leave

Can you deduct your FEHB premiums in retirement?

Sick and Annual Leave at Retirement

Preparing for Retirement under FERS

Conflicting Information About My Lump Sum Annual Leave

Can you deduct your FEHB premiums in retirement?

Sick and Annual Leave at Retirement

Preparing for Retirement under FERS

Conflicting Information About My Lump Sum Annual Leave

Can you deduct your FEHB premiums in retirement?

Sick and Annual Leave at Retirement

Preparing for Retirement under FERS

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