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Author:
Brad Bobb, CFP®
Make This a Priority for a Successful Retirement
To be truthful, there are hundreds of things you can do to prepare for retirement, but there is one thing often ignored by most federal ...
Law Enforcement Officer Retirement, The Rule of 55, TSP, and Roth TSP
The rule of 55 is a little different for 1811s and also different for Roth TSP versus Traditional TSP.
Year End Tax Planning Ideas
The end of the year is quickly approaching, which can only mean one thing for us finance nerds – year-end tax planning! The end of ...
The FERS Survivor Annuity is Expensive
his view of the survivor annuity being too expensive and not worth taking. But is it really expensive
How to Avoid Getting Crushed by Taxes in Retirement
The answer is relatively simple – show very little income on your tax returns. The key is understanding how different types of investments are
TSP Distributions and Tax Planning for Federal Retirees
TSP distributions can be daunting for a federal retiree. Withdrawing funds from TSP vs a Roth IRA vs a taxable account will all have different ...
Four Things Federal Retirees Can’t do With TSP
The Thrift Savings Plan is a great benefit that all federal employees should be using to accumulate funds for retirement, but it doesn’t work quite ...
FERS Retirees May Want to Delay Social Security
The effective tax could be a great reason for FERS retirees to delay their Social Security until later in retirement.
Buying a House as a FERS Retiree
It’s not uncommon for a federal employee to retire and buy a house later. I have consulted on this topic three times in just the ...
Considerations When Purchasing a Home
Home purchases are arguably the biggest purchase we will make in our lifetime. It is very common for a young physician coming out of residency ...
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