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Tag: taxes
A Great Reason Not to Take Medicare Part B
One of the most common retirement questions from federal employees is: Should I get Medicare Part B? While there is no “one size fits all” ...
Don’t Wait Until 72 to Access TSP
The TSP is designed to make up one third of federal employee’s retirement income, but taking money out of it can be a tough decision. ...
Reduce Taxes on Inherited IRAs
I was in the process of writing an article on handling inherited IRAs when Congress passed the SECURE Act and changed everything. But while things ...
What Do It Yourselfers Get Wrong
A large percentage of people choose to do their own investing and financial planning. Like anything else, this isn’t necessarily a bad thing if it ...
Year End Review – 10 Ways to Save on Taxes and Expenses
The end of the year is a great time to do a review of your finances. Things that tend to change at the beginning of ...
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 ...
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 ...
The Impact of New Tax Law Changes
I have had a number of questions recently from federal employees and middle-class families wondering how they will be affected by the new tax law
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