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The Smarter Alternative to Quarterly Estimated Tax Payments
Are you making estimated tax payments just because your tax software told you to? Before you write that check to the IRS, watch this. John Mason breaks down why blindly…
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- Videos
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Avoid the Common Financial Planning Mistakes Made by Federal Employees – EP 3
John Mason, CFP®, reviews the common financial planning mistakes made by Federal Employees. About the Episode: • Don’t misunderstand the…
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Retired Military + Federal Employee? NEVER cancel FEHB!
Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates discusses the unique opportunity available to our retired Military. About the…
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Financial Misconceptions – I DON’T Have to Pay Gift Taxes?
Ben Raikes, CFP®, EA, discusses common misconceptions about gift giving. About the Episode: • Filing a gift tax return (Form…
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Virginia Military Retirees – Don’t Forget This Deduction!
Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates discusses the recent changes to the Virginia Military Pension Deduction. About…
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Federal Employees – Don’t Forget Your RMD!
Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates discusses Required Minimum Distributions (RMDs) within a financial plan. About the…
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Federal Employees – Beware Insourcing Your Financial Plan!
John Mason, CFP®, discusses the do-it-yourself community and the potential pitfalls of insourcing your financial plan. About the Episode: •…
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Creating a Purposeful Portfolio within the Thrift Savings Plan
John Mason, CFP®, discusses the importance of creating a purposeful portfolio within the Thrift Savings Plan. About the Episode: •…
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TSP Distributions Demystified – Know the Tax Consequences Today!
Ben Raikes, CFP®, EA, of Mason & Associates discusses the methods in which funds can be distributed from TSP and…
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Federal Employees – Beware the FERS Retirement Gap!
John Mason, CFP®, discusses the FERS Retirement Gap and how the sometimes lengthy adjudication process can impact your financial plan.…
