Operations Archives - Mason and Associates

Blogs, Tax Planning

Additional Reminders When Filing Your 2021 Tax Returns

Don’t forget these frequently overlooked tax deduction and other useful tips.
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Blogs, Tax Planning

Employer Retirement Plan, IRA, and HSA Contribution Limits for 2022.

There are often multiple investment vehicles to choose from when it comes to saving for your future. Thankfully, your team…
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Federal Retirement Planning, Podcast

Federal Employee Financial Planning: Civil Service Retirement System Part 2 EP4

Michael, Tommy, and John will be discussing the additional benefits to be aware of in regards to the Civil Service…
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Blogs, Tax Planning

Reporting Roth Conversions on your 2021 Tax Return

Converting all or some of your IRA to a Roth IRA can be a great strategy for multiple reasons. Whatever…
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Blogs, Tax Planning

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…
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Federal Retirement Planning, Podcast

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.
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Podcast, Survivor Benefits

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.
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Financial Planning Foundations, Podcast

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…
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Blogs

Welcome Ben Raikes, CFP®, EA

Welcome, Ben Raikes, CFP®, EA Mason & Associates has a new Advisor! We are excited to announce the latest addition…
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