- Mar 6
Leverage your TSP to maximize your Social Security benefit
First, let me define what we are talking about, TSP typically stands for Thrift Savings Plan, which is a retirement savings plan for...
- Mar 2
Federal Employees Retirement System (FERS) Supplement or Special Retirement Supplement (SRS)
Federal Employees Retirement System (FERS) Supplement, also known as the Special Retirement Supplement (SRS), is a payment made to eligible
- Feb 28
Federal Employees and Furloughs
As federal employees, there is a risk of being furloughed or facing a government shutdown, which can cause financial strain.
- Feb 17
What is the best way to invest my Thrift Savings Plan?
As a civilian federal employee, it's important to have a strong understanding of your retirement savings options, particularly the TSP
- Jan 11
Will I Receive A Step Up In Basis For The Appreciated Property I Inherited?
In most cases, there is a step-up in basis when property is transferred from a decedent. But there are a few exceptions and some subtle...
- Jan 4
What Issues Should I Consider When Having Or Adopting A Child?
Beyond the joy brought to parents from having or adopting a child, this is a huge financial transition in their lives. There are a number of
- Dec 28, 2022
Common Retirement Plans For Small Business Owners
Your business owner clients have many options when establishing retirement plans. Several key factors, specific to each client’s unique...
- Dec 27, 2022
Will I Avoid IRMAA Surcharges On Medicare Part B & Part D?
Planning around Income-Related Monthly Adjustment Amount (“IRMAA”) surcharges have become more important as the Medicare premium increase...
- Dec 15, 2022
The 3 Big CPA Problems
The 3 Big CPA Problems (we can help with). Having to explain the negative tax consequences of decisions their clients made last year.