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Warm Hand or Cold Hand: The Best Way to Think About Giving Money to Your Family
Should you give your money away now or let them inherit it later? This simple saying might change the way you think about wealth, legacy, and what you actually want…
Education
Reporting TSP, 401(k), and IRA Rollovers for 2021
Tax forms can be confusing and understanding the many tax documents you will be receiving between now and the next… Continue reading
Federal Employee Financial Planning: Civil Service Retirement System Part 1 EP3
Michael, Tommy, and John discuss the benefit calculation, the survivor benefit decision, and the greatest tax loophole ever created.
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
