Episode 101: Year-End Tax Planning for Federal Employees cover art

Episode 101: Year-End Tax Planning for Federal Employees

Episode 101: Year-End Tax Planning for Federal Employees

Listen for free

View show details

About this listen

What's the difference between reacting to taxes and truly planning for them? In this episode, Tommy and John break down the latest year-end financial planning and tax strategies every federal employee needs to know. With recent tax law changes and shifting financial dynamics, they tackle big questions like how the enhanced senior deduction works, when a Roth conversion makes sense, and why timing matters when harvesting capital gains.

Access the full show notes at Mason & Associates, LLC


Resources Mentioned:

  • FEFP: One Big Beautiful Bill Part 2 (EP100)
  • FEFP: One Big Beautiful Bill Part 1 (EP99)
  • FEFP: An Inside Look at Strategic Planning Season (EP94)
  • FEFP: Mortgage Strategies for Federal Employees with James Anderson (EP80)
  • Mason & Associates: LinkedIn
  • Tommy Blackburn: LinkedIn
  • John Mason: LinkedIn
No reviews yet
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.