taxes

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,

Brad Bobb, CFP®
December 20, 2024

Make This a Priority for a Successful Retirement

To be truthful, there are hundreds of things you can do to prepare for retirement,

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

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

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

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

Brad Bobb, CFP®
April 22, 2024

Tax Bracket Misconceptions

Federal income taxes can be terribly misunderstood. Sometimes I believe that whoever writes tax law

Brad Bobb, CFP®
June 13, 2023

How to Get a Tax Free Retirement

This is a headline that I see often on retirement articles, but is it possible?

Brad Bobb, CFP®
April 25, 2023

How Much Should I Have in Roth Accounts?

One question I have been asked a lot lately is, “how much should I have

Roth
investments, taxes

Brad Bobb, CFP®
December 5, 2022

Reduce Your Retirement Tax Bill by Strategic Giving

In Part one of this series we discussed the fact that retirement income is different

Charitable Giving
IRA, taxes, TSP

Brad Bobb, CFP®
November 19, 2021

Past performance is not indicative of future results. Investments in securities may lose value, and fees, charges and taxation can have an adverse effect on investment returns.

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