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Juan Pablo Susarrey
Jan 6, 20233 min read
Required Minimum Distributions
Tax-deferred (“Traditional”) retirement accounts allow individuals to save for retirement by making contributions while they are working,...
Juan Pablo Susarrey
Dec 8, 20225 min read
Financial House-Keeping
Tax Mitigation Strategies Contribute More to your Pre-Tax Qualified Accounts With the year almost over, there are plenty of action items...
Juan Pablo Susarrey
Nov 15, 20224 min read
The Interim Period: Federal Retirement's Boogeyman
As you get closer to concluding your federal career, you’ll encounter several retirement horror stories. Many are true and tragically...
Ryan Thompson
Oct 7, 20226 min read
Medicare, FEHB, and Keeping Your Federal Health Benefits Even After You Retire
The myriad of benefits available to federal employees can often feel overwhelming. While OPM’s website contains a lot of raw information,...
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