The One Big Beautiful Bill Act (OBBBA) extended several individual provisions of the Tax Cuts and Jobs Act (TCJA) beyond 2025. That extension removed what many federal retirees expected to be a sharp tax-rate increase in 2026. For years, planning conversations assumed ... Read More

Last year, I wrote an in-depth article exploring why Roth conversions could be a smart move for many federal employees and retirees through TCJA’s expiration in 2025. The topic clearly struck a chord with readers far and wide-and it even ... Read More