Going over your retirement income from your FERS pension, Social Security, or Thrift Savings Plan or other outside income and investments, to insure you do not run out of money at retirement. You will know the most optimal time you are able to maximize your social security benefit. Possibly having to use your Tsp or other investments to supplement your income income
Tax planning is essential in growing your net worth. We keep our relationships up to date on changing tax laws, new tax deductions and tax credits. You will also tax plan through out the year to make sure we are filling you are filling your tax returns properly. And give recommendations on Roth IRA conversations.