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FEFP: Taxes Is a Year-Round Sport: Planning Smarter for Federal Employees (EP91)
You don’t have a financial plan unless you have a tax plan. About the Episode: •What a tax review is •How tax planning supports smarter financial decisions •What tax planning…
- Blogs
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- Economy & Investments
- Economy & Investments
- Estate, Legacy & Life Events
- Estate, Legacy & Life Events
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- Federal Retirement Planning
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- Financial Planning Foundations
- Financial Planning Foundations
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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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- Thrift Savings Plan
- Videos
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FEFP: Federal Employee Tax Planning is a Year-Round Sport (EP79)
Are you getting the most from your tax and financial planning? About the Episode: •The difference between tax planning and…
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Federal Employee Financial Planning: Tax Cuts and Jobs Act of 2017 (EP61)
Do you understand your taxes—or are you being manipulated? About the Episode: •Understand your taxes •Taxes should be simpler rather…
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Federal Employee Financial Planning: The Roth Revolution (EP58)
What exactly does a Roth account allow you to do? About the Episode: •Understand the current tax code •Start your…
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Federal Employee Financial Planning: Consult Your Tax Advisor (EP31)
A financial advisor who truly understands your individual situation and is willing to provide tax planning advice can help create…
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Federal Employee Financial Planning: SECURE 2.0 (EP30)
Uncovering the truth about the recently passed SECURE Act 2.0 and what it could mean for your financial future.
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Federal Employee Financial Planning: Tax Planning for Charitable Giving (EP28)
Tommy, Michael and John will be sharing how you can maximize the tax benefits of your charitable giving while helping…
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Special Episode: VCP Mega Mega Back Door Roth IRA
Steps you can take today to ensure you’re not going to miss out on what could potentially be the biggest…