Federal benefits carry real value. A Federal Employees Retirement System (FERS) pension, Thrift Savings Plan (TSP), and Social Security together form a strong retirement foundation, but taxes determine how much of that value you ultimately keep. Many Feds focus on ... Read More

Most Feds expect a smoother tax picture once they leave government. But the mix of pension income, withdrawals from the Thrift Savings Plan (TSP) or an IRA, and Social Security can potentially keep you in the same tax bracket you held while ... Read More

In this episode, Dan and Ed break down how the OBBBA of 2025 reshapes charitable giving and tax deductions. They explain how the law builds on changes from the Tax Cuts and Jobs Act (TCJA), introduces new deductions for non-itemizers, ... Read More

Although many individuals think of December as the best month for charitable giving in order to save on current year taxes, January and February should be the time to start the planning process for maximizing annual charitable giving. Perhaps one ... Read More