How to Mitigate Risk and Properly Plan for Retirement

How to Mitigate Risk and Properly Plan for Retirement

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

How to Avoid Common Retirement Risks with a Proper Plan

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

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

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...