2022 Tax Planning Whitepaper

We're happy to make available to you our new 2022 Tax Planning Whitepaper.  In this whitepaper, we will explore where your tax dollars go and some of the ways tax filing may look different in 2022 as well as what you can do to prepare. Keep in mind, this guide is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal, and accounting professionals before modifying your strategy.

Personalized Federal Retirement Report©

If you're ready to give serious consideration to your future retirement, or you're searching for clarity around your current federal benefits, then obtaining a personalized Federal Retirement Report© is simply a must.

Your report is customized to your specific circumstances, is unique to you, and includes a live one-on-one review to answer whatever questions you may have.  You will learn the best time to retire, what you will get in retirement, identify potential income gaps that may arise (and how to close them), understand the cost of survivor benefits (and the alternatives), how to potentially maximize your TSP (and what are your options now vs. retirement), the benefits and costs of FEGLI, to name just a few.  For all the details on how to obtain your personalized report click here.

6 Retirement Questions

Public-sector employees face many of the same challenges as their private-sector counterparts when it comes to retirement.  They are concerned about whether their retirement accounts will cover the length of their retirements and what role Social Security will play in their investment strategies.  Then there's the added component of a pension and whether they should branch out into any other traditional retirement accounts to supplement it.

This publication address six questions to consider as you plan for your retirement.  As always, it's best to work with a financial professional or tax advisor to help ensure that you've covered all your bases.