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FEFP: Should Federal Employees Do Roth Conversions? Do They Help Or Hurt? (EP107)
Do Roth conversions make sense for everyone? In this episode, we unpack the rules, strategies, and potential pitfalls of Roth conversions, as well as the role of taxes, spending, and…
- Blogs
- Economy & Investments
- Economy & Investments
- Economy & Investments
- Estate, Legacy & Life Events
- Estate, Legacy & Life Events
- Federal Retirement Planning
- Federal Retirement Planning
- Financial Planning Foundations
- Financial Planning Foundations
- Financial Planning Foundations
- Life insurance (FEGLI) & LTC
- Life insurance (FEGLI) & LTC
- Life insurance (FEGLI) & LTC
- Medicare, FEHB & Tricare
- Medicare, FEHB & Tricare
- Planning Your Federal Retirement
- Podcast
- Secret Millionaire- the value of federal benefits
- Secret Millionaire- the value of federal benefits
- Social Security
- Survivor Benefits
- Survivor Benefits
- Survivor Benefits
- Tax Planning
- Tax Planning
- Tax Planning
- Thrift Savings Plan
- Thrift Savings Plan
- Videos
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Federal Employee Financial Planning: C-O-L-A Cost of Living Adjustment (EP26)
The cost of living adjustment for 2023 and what this means for your finances and your long-term financial plans.
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Federal Employee Financial Planning: Retirement Plan Success Rate = 100 % (EP22)
Michael, Tommy and John will be sharing their advice for effective goal setting, including how to ensure you’re setting yourself…
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Federal Employee Financial Planning: Meet Your Hosts (EP20)
The upbringing, background and financial planning history of your hosts.
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Federal Employee Financial Planning: CSRS Vs. FERS (EP19)
Why FERS is actually just as good as CSRS, if not better, and several key components of FERS that you…
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Federal Employee Financial Planning: The Year of Retirement (EP17)
Michael, Tommy and John will be discussing everything that you should have in place as you enter your golden years,…
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Federal Employee Financial Planning: The Year Before Retirement (EP15)
What you can expect for the year before retirement and what you should have in place as you approach this…
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Federal Employee Financial Planning: FERS Part 3 (EP7)
Michael, Tommy, and John will be discussing the special previsions of law enforcement, specifically the differing factors between LEOs and…
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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.