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Roth Conversions & IRMAA | Strategies for Federal Employees
Season 3 Episode 98
Roth conversions and IRMAA are deeply connected—one decision today can impact your Medicare premiums two years from now.
Checklist Challenge: https://…
4 months, 2 weeks ago
Federal Employees: Your Pension Might Cost You Thousands in Extra Taxes—Income Stacking
Season 4 Episode 11
Federal employee retirement income stacking can quietly push you into higher tax brackets—turning your pension, TSP withdrawals, and Social Security …
4 months, 3 weeks ago
Federal Employees Missing This TSP 401k Tax Deadline? Here's What Happens
Season 3 Episode 97
TSP and 401(k) withdrawals can create an unexpected tax bill when withholding does not match your actual tax bracket, state tax exposure, and total r…
4 months, 3 weeks ago
Spending in Retirement Without Regret: A Practical Framework to Die With Zero
Season 4 Episode 9
“How do you spend money in retirement without fear of running out—and without leaving life unlived?” This video explores a practical retirement spend…
4 months, 4 weeks ago
FERS Supplement vs Social Security: Which Comes First?
Season 3 Episode 96
FERS Supplement vs Social Security: When does the bridge income start—and what happens at age 62 that federal employees need to plan for? Checklist C…
5 months ago
Survivor Benefits: Pension Maximization vs Lump Sum: Which Wins for Federal Employees?
Season 4 Episode 8
Federal employee survivor benefits explained: Should you choose the FERS survivor annuity or consider a pension maximization strategy for spousal inc…
5 months ago
First-Year in Retirement: Mistakes Some Federal Employees Make
Season 4 Episode 95
The first year of retirement for federal employees can quietly determine decades of financial stability—or costly mistakes if key decisions around pe…
5 months, 1 week ago
Federal Employees Are Withdrawing TSP Wrong (Here's Why)
Season 3 Episode 7
Many federal employees reach retirement with strong TSP balances but without a clear withdrawal strategy. In this video, we break down common TSP wit…
5 months, 1 week ago
Why Most Federal Employees Mess Up Their Internal Roth TSP Conversions
Season 4 Episode 94
Roth TSP conversions are taxed as ordinary income in the year you convert, and without proper planning, they can push you into higher tax brackets.
“I…
5 months, 2 weeks ago
Roth TSP: Internal Conversions Explained
Season 3 Episode 6
Before you convert your Traditional TSP to Roth TSP, you need to understand the tax bill, timing strategy, and whether it actually improves your long…
5 months, 2 weeks ago