Our Purpose Statement
Positively impact the lives of Federal Employees
with our knowledge base and skills through
successful retirement planning strategy.
Newsletters
-
HOT TOPIC: The Budget and the Debt Ceiling: Round 2
Read an overview of the budget, the debt ceiling, and the potential consequences if Congress doesn’t take timely action to fund federal government operations.
-
Company Stock and Your Retirement Strategy
This article addresses specific risks and tax implications when acquiring company stock inside or outside of a workplace retirement plan.
-
Fund Retirement and Reward Workers with a Cash Balance Plan
Do you know how cash balance retirement plans can help small business owners reduce taxable income and catch up on their savings? Find out.
-
HOT TOPIC: Revisiting the 4% Rule
For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
Calculators
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
-
Car Affordability
How much can you afford to pay for a car?
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.