Episodios

  • Should You Transfer Your Entire TSP to an IRA in Retirement?

    Should You Transfer Your Entire TSP to an IRA in Retirement?
    May 6 2025
    8 m
  • #127 Avoiding Tax Traps: What Every Federal Employee Should Know

    #127 Avoiding Tax Traps: What Every Federal Employee Should Know
    May 5 2025

    Think you know how your FERS pension, Social Security, or military retirement will be taxed? Think again.

    In this episode, Micah and Floyd break down the tax pitfalls federal employees often overlook—like unexpected withholding issues, taxable income from multiple sources, and the impact of rental property depreciation. They share real examples and strategies to help you plan ahead and avoid costly surprises.

    Tune in now and take charge of your retirement planning!

    https://zurl.co/Yve3K
    Más Menos
    28 m
  • Transferring TSP to IRA: Withdrawal Rules

    Transferring TSP to IRA: Withdrawal Rules
    Apr 30 2025
    First, I have listened to your podcast for year,s and it has been a wealth of information. Thank you. Now for my question...I am a 54 year old federal law enforcement officer. I plan to retire in June after 33 years of service. My plan was always to transfer my TSP to an IRA so I had more control. I plan to take withdrawals from the TSP/IRA immediately upon retirement. However, I recently read that if I do the transfer, the IRA rules would then apply, and I could not withdraw until age 59 1/2. Is that true? - Sam https://zurl.co/DCfuA
    Más Menos
    5 m
  • Should You Convert Your FEGLI Coverage to a Private Hybrid Plan?

    Should You Convert Your FEGLI Coverage to a Private Hybrid Plan?
    Apr 29 2025
    10 m
  • Is Military Time Buyback Worth It? Here’s How to Decide

    Is Military Time Buyback Worth It? Here’s How to Decide
    Apr 22 2025
    10 m
  • #126 Choosing Your Perfect Retirement Date: The Ultimate Checklist

    #126 Choosing Your Perfect Retirement Date: The Ultimate Checklist
    Apr 21 2025

    What does retirement really look like beyond the financials?

    In this podcast episode, Micah and Floyd discuss what life is like after retirement, focusing on more than just finances. They cover essential topics such as planning your daily routine, staying active, considering relocation, and having conversations with your spouse. The episode offers key steps to help you create a meaningful and fulfilling retirement.

    Don’t miss this chance to gain the knowledge and confidence to embrace your next chapter with purpose and enthusiasm!

    https://zurl.co/UuUFl
    Más Menos
    28 m
  • Keeping Health Costs Low in Retirement: FEHB or Medicare Part B?

    Keeping Health Costs Low in Retirement: FEHB or Medicare Part B?
    Apr 16 2025
    I'm 65 now, still working usps, when I retire in 1 to 2 years, I'm interested in keeping monthly health insurance down. Is it more cost effective to keep fehb only, or get Medicare part b. I know best would be both, but I want to keep monthly cost low - Damian https://zurl.co/veOww
    Más Menos
    3 m
  • Retirement Reality Check: The Lifestyle & Financial Shifts You Need to Prepare For

    Retirement Reality Check: The Lifestyle & Financial Shifts You Need to Prepare For
    Apr 15 2025
    9 m
adbl_web_global_use_to_activate_webcro805_stickypopup