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FEFP: TSP Withdrawal Mistakes That Nobody Warned You About (EP120)
Saving for retirement is only half the battle; knowing how to get your money out without getting burned by taxes or rigid rules is where things get complicated. In this…
Education
Roth TSP or Traditional TSP? Which is Best for Federal Employees?
John Mason, CFP®, discusses the differences between traditional (pre-tax) retirement savings and Roth retirement savings. About the Episode: • There… Continue reading
Traditional Medicare vs Advantage: Luxury Ride or Bus Pass? (EP46)
Medicare is an important topic to understand, even if you are a Federal Employee. About the Episode: •Understand the freedom… Continue reading
Estate Planning Mini-Series – Advance Medical Directive
Ben Raikes, CFP®, EA, of Mason & Associates discusses the Advance Medical Directive (AMD) and how it can be implemented… Continue reading
Federal Employee Financial Planning: Know The Score (EP45)
Knowing the score of your financial plan is essential for success. About the Episode: •Do your due diligence •Make informed… Continue reading
Thrift Savings Plan – Estate Planning for Your TSP
John Mason, CFP®, discusses the importance of coordinating your beneficiaries and your overall estate plan with your Thrift Savings Plan…. Continue reading
Federal Employee Financial Planning: Planning for an Early Retirement (EP44)
What you need to know in order to successfully retire early. About the Episode: •Plan what you’re going to do… Continue reading
Why Federal Employees Should Consider a Donor Advised Fund
Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates discusses the Donor Advised Fund and how it is used to… Continue reading
Estate Planning Mini-Series – Financial Power of Attorney
Ben Raikes, CFP®, EA, of Mason & Associates introduces our estate planning mini-series and the Financial Power of Attorney (FPOA)…. Continue reading
FEFP: Don’t Let Perfect Get in the Way of Good Enough (EP43)
Don’t let the idea of building an absolutely perfect financial plan get in the way of enjoying your life. About… Continue reading
