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How to Maximize Your FERS Pension (It’s Not What You Think)
Most federal employees think maximizing their FERS pension means working as long as possible to get the biggest number. But that’s not actually how you maximize it. In this video,…
Education
Federal Employee Financial Planning: Federal & Military Survivor Benefits EP2
Michael, Tommy, and John will be sharing the reasons to consider opting into the survivor benefit program.
Federal Employee Financial Planning: The Home Stretch (EP1)
Michael Mason will be joined by Tommy Blackburn and John Mason to discuss everything you should (and should not) do… Continue reading
Welcome Ben Raikes, CFP®, EA
Welcome, Ben Raikes, CFP®, EA Mason & Associates has a new Advisor! We are excited to announce the latest addition… Continue reading
Roth 5-Year Rule(s)
As with most parts of our tax code there are several nuances and caveats to be aware of, and one… Continue reading
FSAFEDS Special Enrollment Period (SEP)!
Opportunity for those with Dependent Care Expenses, and potentially others. In response to the American Rescue Plan Act (ARPA), as… Continue reading
2021 Tax Season Extension
In what continues to be an unusual environment related to the pandemic, the IRS has extended the tax filing and… Continue reading
American Rescue Plan Act of 2021
On March 11, 2021, President Biden signed the American Rescue Plan Act of 2021 into law. Congress had passed the… Continue reading
Another Round of Possible Stimulus: Should you rush to file your 2020 taxes or
Another round of stimulus is making its way through Congress. Although the bill hasn’t officially passed, it appears that the… Continue reading
2021 Tax Season
The 2021 Tax season is quickly approaching, and AXOS 1099-Rs are in the mail and available online. As time time… Continue reading
