Tag: taxes

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 ...

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 ...

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

Tax Bracket Misconceptions

Federal income taxes can be terribly misunderstood. Sometimes I believe that whoever writes tax law wants us to misunderstand it

How to Get a Tax Free Retirement

This is a headline that I see often on retirement articles, but is it possible? Yes, it is possible, but the more realistic headline would ...

How Much Should I Have in Roth Accounts?

One question I have been asked a lot lately is, “how much should I have in Roth IRAs?” Or a more specific question, “What is ...

Reduce Your Retirement Tax Bill by Strategic Giving

In Part one of this series we discussed the fact that retirement income is different than employment income. Retirement income tends to be more flexible ...

Why Tax planning is SO Important in Retirement

If you want to keep more of what you make, then tax planning is essential to your retirement plan. Not only does it help you ...