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  • Military Survivor Benefits Ask the Expert Radio Show
    Blogs, Survivor Benefits, Videos

    Military Survivor Benefits Ask the Expert Radio Show

    Michael Mason, CFP®, John Mason, CFP®, and James Bales host a military survivor benefit open season Ask the Expert Radio Show on AM 790 WNIS About the Show •Mike and…

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  • Medicare, FEHB & Tricare
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  • Blogs, Tax Planning

    Additional Reminders When Filing Your 2021 Tax Returns

    Don’t forget these frequently overlooked tax deduction and other useful tips.

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  • Blogs, Tax Planning

    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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  • Blogs, Tax Planning

    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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  • Blogs, Tax Planning

    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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  • Blogs

    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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  • Blogs

    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…

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  • Blogs

    FSAFEDS Special Enrollment Period (SEP)!

    Opportunity for those with Dependent Care Expenses, and potentially others. In response to the American Rescue Plan Act (ARPA), as…

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  • Blogs, Tax Planning

    2021 Tax Season Extension

    In what continues to be an unusual environment related to the pandemic, the IRS has extended the tax filing and…

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  • Blogs

    American Rescue Plan Act of 2021

    On March 11, 2021, President Biden signed the American Rescue Plan Act of 2021 into law. Congress had passed the…

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Newport News, VA 23606

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