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FEFP: TSP Withdrawal Mistakes That Nobody Warned You About (EP120)
Saving for retirement is only half the battle; knowing how to get your money out without getting burned by taxes or rigid rules is where things get complicated. In this…
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Almost Tax Time!
1099’s, W-2’s, and other tax documents are arriving on a daily basis. Our goal is to minimize the stress associated…
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Mortgage Rates Drop – Near historic Lows
The global landscape for mortgage rates has changed drastically over the last decade.
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End of Year Tax Planning- Part 2
Taxes are a critical part of each client’s financial plan. Our job as financial planners is to look at the…
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Increased Employer Retirement Savings Limits (TSP, 401k, 403b)
New Savings Limits The IRS recently announced increased contribution limits for retirement plans such as TSP, 401(k)s, and 403(b)s for…
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End of Year Tax Planning Part 1
2019 is quickly coming to an end. As the holidays and end of year approaches, it is a good time…
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Virginia Disability Subtraction
Taxes and tax planning are a critical part of the financial planning process. When taxes are discussed, the conversation is…
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Cybersecurity Awareness
At Mason & Associates, security is always on our mind. We want to encourage our clients to educate and protect…
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Update – Virginia Retirement System Employees LTC Open Season
Virginia Group Long Term Care Insurance ProgramThe VRS Long Term Care Open Season for active employees has been extended that…
