How to Mitigate Risk and Properly Plan for Retirement

May 17, 2024 | Episodes

On this episode, Val discusses the benefits of federal employees buying back time for retirement purposes. He explains that military time and previous federal service time can be purchased to enhance pension calculations and allow for earlier retirement eligibility....

How to Avoid Common Retirement Risks with a Proper Plan

May 10, 2024 | Episodes

Val puts into focus the three biggest risks you need to be aware of during retirement: market risk, longevity risk and tax risk. He unpacks the complexities of each and explores strategies to mitigate their long-term impact on your retirement as a former federal...

Roth Conversions: How to Prepare for the TCJA Sunset In 2026

Apr 26, 2024 | Episodes

Val discusses the future of taxes and the implications for federal employees. With tax codes set to change in 2026, Val explores the strategy of Roth conversions before the Tax Cuts and Jobs Act sunsets at the end of 2025. Visit Federal Retirement Show for more...

How to Create Tax-Free Income for Your Retirement

Apr 19, 2024 | Episodes

In this episode, Val is joined by Federal Benefit Counselor, Tim McCleskey Jr. Together, they discuss the importance of receiving a retirement analysis to help you avoid financial pitfalls in retirement. Plus, they share strategies to help you create tax-free income...

Cover Your Bases with a Comprehensive Retirement Benefits Plan

Apr 12, 2024 | Episodes

In this episode, Val offers guidance to help you make sure all your financial bases are covered as a federal employee.  Current or former federal employees are entitled to a complimentary consultation now! Book yours at FederalRetirementShow.com Call our office today:...