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FEFP: An Inside Look at Strategic Planning Season (EP94)
How strategic planning meeting season delivers real-time actions and meaningful client connections. About the Episode: • How Mason & Associates runs 400+ meetings in six weeks without missing a beat…
- Blogs
- Economy & Investments
- Economy & Investments
- Economy & Investments
- Estate, Legacy & Life Events
- Estate, Legacy & Life Events
- Federal Retirement Planning
- Federal Retirement Planning
- Financial Planning Foundations
- Financial Planning Foundations
- Financial Planning Foundations
- Life insurance (FEGLI) & LTC
- Life insurance (FEGLI) & LTC
- Life insurance (FEGLI) & LTC
- Medicare, FEHB & Tricare
- Medicare, FEHB & Tricare
- Planning Your Federal Retirement
- Podcast
- Secret Millionaire- the value of federal benefits
- Secret Millionaire- the value of federal benefits
- Social Security
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- Survivor Benefits
- Survivor Benefits
- Tax Planning
- Tax Planning
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- Thrift Savings Plan
- Thrift Savings Plan
- Videos
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Federal Employee Financial Planning: Civil Service Retirement System Part 2 EP4
Michael, Tommy, and John will be discussing the additional benefits to be aware of in regards to the Civil Service…
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Reporting Roth Conversions on your 2021 Tax Return
Converting all or some of your IRA to a Roth IRA can be a great strategy for multiple reasons. Whatever…
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Reporting TSP, 401(k), and IRA Rollovers for 2021
Tax forms can be confusing and understanding the many tax documents you will be receiving between now and the next…
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Welcome Ben Raikes, CFP®, EA
Welcome, Ben Raikes, CFP®, EA Mason & Associates has a new Advisor! We are excited to announce the latest addition…
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Roth 5-Year Rule(s)
As with most parts of our tax code there are several nuances and caveats to be aware of, and one…
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FSAFEDS Special Enrollment Period (SEP)!
Opportunity for those with Dependent Care Expenses, and potentially others. In response to the American Rescue Plan Act (ARPA), as…
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2021 Tax Season Extension
In what continues to be an unusual environment related to the pandemic, the IRS has extended the tax filing and…
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American Rescue Plan Act of 2021
On March 11, 2021, President Biden signed the American Rescue Plan Act of 2021 into law. Congress had passed the…
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Another Round of Possible Stimulus: Should you rush to file your 2020 taxes or
Another round of stimulus is making its way through Congress. Although the bill hasn’t officially passed, it appears that the…