Operations Archives - Mason and Associates

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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Blogs

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…
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Blogs

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…
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Blogs, Tax Planning

2021 Tax Season Extension

In what continues to be an unusual environment related to the pandemic, the IRS has extended the tax filing and…
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Blogs

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…
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