Choosing Your Retirement Date
The perfect retirement date is a widely discussed and dissected topic. There have been multiple articles dedicated to several strategies...
Pros and Cons of a Roth Conversion
A Roth conversion can offer significant benefits, but it comes with important tax implications. Benefits Contributions to Roth IRAs...
Tax Management in Retirement
The amount of taxes you pay in retirement can come as a shock if you’re not prepared. You may assume that because you are no longer...
Basics of the Progressive Tax System
The United States employs a progressive tax system, where the tax rate increases as an individual’s income rises. This structure aims to...
Tax Day Tips
April 15, 2025, tax day, is right around the corner. If you’re unable to file on time or struggling to pay what you owe despite...
Don’t Forget Taxes In Your Retirement Plan
Retirement planning isn’t just about saving – it’s about ensuring your money lasts. One major threat is taxes. If overlooked,...
Optimizing Your Retirement Withdrawals
Developing a withdrawal strategy for your accounts is an important step in preparing for retirement. The order in which you access your...
3 Common Mistakes Made By Pre-Retirees
Though it’s true you may no longer be spending money on certain things once you’ve retired from your federal career, you can’t afford...
Required Minimum Distributions Explained
When you put money into your TSP or other tax-advantaged retirement accounts, the contributions you make have not been subject to income...
End-of-Year Tax Strategy
The year is quickly drawing to a close, so it’s important to take a moment and review your tax strategy. Though it might seem daunting...
