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Brad Bobb, CFP®
Get Ready for Retirement Now
With the ongoing discussions about the Department of Government Efficiency (DOGE) and the recent “Fork
Retirement
federal retirement
,
fers retirement
Brad Bobb, CFP®
February 25, 2025
Roth TSP Conversions
In November, TSP officials announced a major update that will impact all 4.1 million account
Thrift Savings Plan
retirement planning
Brad Bobb, CFP®
January 29, 2025
Should You Spend Your Taxable Brokerage Account First in Retirement?
Pulling funds from your brokerage account first would likely lead to paying lower taxes today,
Tax Planning
taxes
Brad Bobb, CFP®
December 20, 2024
Death Benefits for a FERS Employee
We talk a lot about survivor benefits in retirement, Federal Employee Group Life Insurance (FEGLI),
FERS Annuity
,
Financial Planning
Brad Bobb, CFP®
October 7, 2024
Make This a Priority for a Successful Retirement
To be truthful, there are hundreds of things you can do to prepare for retirement,
Investing
federal retirement
,
fers retirement
,
retirement distributions
,
taxes
Brad Bobb, CFP®
August 21, 2024
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
Thrift Savings Plan
rule of 55
,
taxes
,
tsp distributions
Brad Bobb, CFP®
May 16, 2024
Year End Tax Planning Ideas
The end of the year is quickly approaching, which can only mean one thing for
Tax Planning
taxes
Brad Bobb, CFP®
April 22, 2024
The FERS Survivor Annuity is Expensive
his view of the survivor annuity being too expensive and not worth taking. But is
FERS Annuity
annuity
Brad Bobb, CFP®
April 22, 2024
How to Avoid Getting Crushed by Taxes in Retirement
The answer is relatively simple – show very little income on your tax returns. The
Tax Planning
taxes
Brad Bobb, CFP®
April 22, 2024
TSP Distributions and Tax Planning for Federal Retirees
TSP distributions can be daunting for a federal retiree. Withdrawing funds from TSP vs a
Thrift Savings Plan
distributions
,
taxes
Brad Bobb, CFP®
April 22, 2024
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