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FEFP: Medicare in 2026 Part 2: No One Size Fits All for Federal Retirees (EP112)
Are you choosing your Medicare plan based purely on math or on what truly fits your life? In Part 2 of our Medicare 2026 series, Bryan Gay, owner of Boomer Insurance…
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- Estate, Legacy & Life Events
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- Life insurance (FEGLI) & LTC
- Life insurance (FEGLI) & LTC
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- Medicare, FEHB & Tricare
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- Secret Millionaire- the value of federal benefits
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- Videos
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Macrini In The Morning- Interview with Michael Mason
Our chairman and senior financial planner, Michael Mason, CFP®, was interviewed by Mr. Macrini of Macrini In The Morning on…
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Federal Employee Financial Planning: FERS Part 2 (EP6)
Michael, Tommy, and John will be discussing how to utilize both FERS and Social Security benefits in your retirement.
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Federal Employee Financial Planning: FERS Part 1 (EP5)
Everything you need to know about FERS, including several surprising benefits you may not be aware of.
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Employer Retirement Plan, IRA, and HSA Contribution Limits for 2022.
There are often multiple investment vehicles to choose from when it comes to saving for your future. Thankfully, your team…
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Federal Employee Financial Planning: Civil Service Retirement System Part 2 EP4
Michael, Tommy, and John will be discussing the additional benefits to be aware of in regards to the Civil Service…
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Reporting Roth Conversions on your 2021 Tax Return
Converting all or some of your IRA to a Roth IRA can be a great strategy for multiple reasons. Whatever…
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Reporting TSP, 401(k), and IRA Rollovers for 2021
Tax forms can be confusing and understanding the many tax documents you will be receiving between now and the next…
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Welcome Ben Raikes, CFP®, EA
Welcome, Ben Raikes, CFP®, EA Mason & Associates has a new Advisor! We are excited to announce the latest addition…
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Roth 5-Year Rule(s)
As with most parts of our tax code there are several nuances and caveats to be aware of, and one…