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Military SBP Open Season Interview with WAVY 10
John Mason, CFP®, President of Mason & Associates discusses rare opportunity for Military retirees to change survivor benefits. This is potentially a once in a lifetime opportunity. About the Episode…
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- Estate, Legacy & Life Events
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- 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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Additional Reminders When Filing Your 2021 Tax Returns
Don’t forget these frequently overlooked tax deduction and other useful tips.
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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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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…
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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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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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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…