Operations Archives - Mason and Associates

Podcast

Federal Employee Financial Planning: Social Security: The Tax Torpedo (EP38)

The Tax Torpedo is appropriately named because it has the potential to sink your tax situation if you’re not vigilant…
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Federal Retirement Planning, Videos

The Getting Ready to Retire Checklist

John Mason, CFP®, reviews the important items to consider as Federal Employees are nearing their retirement date. About the Episode:…
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Podcast, Social Security

FEFP: Social Security: Family and Survivor Benefits (EP37)

A financial advisor who truly understands your individual situation will be able to help you apply for Social Security benefits…
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Federal Retirement Planning, Videos

The BEST Days to Retire as a Federal Employee

John Mason, CFP®, reviews the best days of the month to retire as a Federal Employee under FERS as well…
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Tax Planning, Videos

Voluntary Contribution Plan (VCP)- Mega Mega Back Door Roth

Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates discusses the Voluntary Contribution Plan and the opportunity to contribute a…
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Thrift Savings Plan, Videos

Don’t Max Your TSP!

John Mason, CFP®, discusses that for some Federal employees contributing the maximum amount allowable to the TSP may not be…
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Podcast, Social Security

Federal Employee Financial Planning: Social Security: Beyond the Basics (EP36)

As a federal employee, you’ve got a lot to look forward to: guaranteed FERS benefits and Social Security, plus a…
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Thrift Savings Plan, Videos

Don’t Close Your TSP!

John Mason, CFP®, discusses the benefits of keeping the Thrift Savings Plan (TSP) open in retirement. About the Episode: •…
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Survivor Benefits, Videos

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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