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 ...

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 ...