Dan and Chelsea discuss combining QCD and Roth conversion strategies, alongside pay raises, parity, and protection for federal employees. Social media clip caption: Are Feds Really Overpaid? Dive into QCD…
Explore the Backdoor Roth IRA, uncovering its advantages and tax implications to maximize your retirement savings strategy.
Dan and Katelyn discuss maximizing wealth transfer for beneficiaries and explore the benefits of Medicare Advantage plans available through FEHB.
Dan introduces Kevin Moss, an expert from Consumer’s Checkbook, providing a brief overview of Consumer's Checkbook and Kevin Moss's credentials. He segues into the importance of HDHPs and HSAs. Kevin…
Cost-of-living adjustments for federal retirees: Social Security COLA, CSRS COLA, and COLAs for CSRS-offset and FERS
Discussing the world of Roth IRA contributions and the Saver’s Tax Credit. Learn how these financial tools can help grow your wealth a secure your future.
Join Dan and Ed as they unlock the potential of college savings accounts for a brighter future!
With respect to Federal Income Taxes, here are the age milestones for federal employees and retirees.
Why the special retirement supplement (SRS) is no substitute for the “enhanced” FERS annuity feds can get at age 62
In the TSP for feds and in 401(k) plans in the private sector, it is important to watch out for excessive elective deferrals!