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The 65-Day Election: How Trusts Can Save You Thousands in Taxes Before March 6th
If you have an irrevocable trust, there’s a little-known tax strategy with a tight deadline you need to know about right now. The 65-day election allows complex trusts to distribute…
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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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Military Survivor Benefits Open Season – Making a Difference
Michael Mason, CFP®, of Mason & Associates discusses the current Open Season which gives Military Retirees the opportunity to buy…
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How to Calculate Your FERS Pension
Ben Raikes, CFP®, EA, of Mason & Associates discusses how to calculate your Federal Employees Retirement System (FERS) pension benefit.…
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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…
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John Mason Interview with the Macrini Morning News Team
John Mason was invited on the Macrini Morning News Show on March 30, 2023 to discuss the Military Survivor Benefit…
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Federal Employees’ Group Life Insurance (FEGLI) Option B in Retirement
Tommy Blackburn, CFP®, CPA, PFS, of Mason and Associates discusses Federal Employees’ Group Life Insurance (FEGLI) Option B in retirement.…
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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…
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Federal Employees’ Group Life Insurance (FEGLI) Option B While Working
John Mason, CFP® of Mason and Associates discusses Federal Employees’ Group Life Insurance (FEGLI) Option B while you’re working. This…
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Avoid the Common Financial Planning Mistakes Made by Federal Employees- EP2
Avoid the Common Financial Planning Mistakes Made by Federal Employees- Episode 2 available. Join John Mason, Certified Financial PlannerTM as…
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Avoid the Common Financial Planning Mistakes Made by Federal Employees- Ep 1
Avoid the Common Financial Planning Mistakes Made by Federal Employees. Mike and Ken Mason designed and created this presentation in…