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Save Tax $$ By Bunching Deductions

If you knew how to potentially save a couple thousand dollars a year, would you do it? If yes, then I would recommend looking in to bunching your expenses. The concept of bunching your expenses has been around for a long time, but I believe has become more applicable with the new tax law.

Federal Employees
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Choosing the Correct Survivor Annuity

The main purpose for a survivor annuity is for married FERS employees to have the option to leave an income stream to their surviving spouse. In other words, you can leave a benefit at your death (sound familiar?). The reason for the SA is quite simple – many spouses can’t afford to lose an income of $2,000 a month

Federal Employees
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How Retirement Income is Different Than Your Paycheck

Money is just money, right? Well, not exactly when it comes to retirement income. It’s not as straightforward as you would think. There are a number of things different about retirement income compared to your regular paycheck. Many of the changes will benefit federal employees, but not all. For example, taxes are just one of the things that will be different in retirement.

Federal Employees
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A Taxable Account Makes Sense

Ask a high income earner who works in the medical field and they’ll likely say that taxes are one of their biggest financial concerns. Accounts like a Traditional IRA, 401k, 403b, deferred comp and Roth IRAs (aka “tax shelters”) give investors tax benefits for investing in them. Does that mean that a regular taxable account is bad for medical professionals?

Doctors
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