Federal Employees Retirement & Benefits Podcast by CD Financial
The objective of this podcast is to educate and enlighten you about your federal benefits and to guide you in creating a well-formed retirement income plan.
Schedule your complimentary 15-minute phone call today! https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call
Federal Employees Retirement & Benefits Podcast by CD Financial
Latest Episodes
Your Pension Could Make You Pay MORE in Taxes — Here's Why
Want to see how this applies to your Retirement Income? Join our April 29th retirement webinar:https://event.webinarjam.com/rygmv/register/gwy3num3“Your pension isn’t the problem—it’s how your income stacks in retirement that can in...
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Market Corrections Reveal Who Has a Real Retirement Plan - Don't Flinch
FREE Federal Employee Book (PDF):https://cdfinancial.org/being-a-federal-employee-in-the-era-of-trump-book/The market drops. Don’t flinch.Market corrections reveal whether you have a real retirement plan, especially if you a...
Roth Conversions & IRMAA | Strategies for Federal Employees
Roth conversions and IRMAA are deeply connected—one decision today can impact your Medicare premiums two years from now.Checklist Challenge: https://cdfinancial.org/checklist-challenge/FREE 15-minute call: https://calendly.com/charl...
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Federal Employees: Your Pension Might Cost You Thousands in Extra Taxes—Income Stacking
Federal employee retirement income stacking can quietly push you into higher tax brackets—turning your pension, TSP withdrawals, and Social Security into a costly tax surprise if not planned properly.“Income stacking in retirement isn’t abo...
Federal Employees Missing This TSP 401k Tax Deadline? Here's What Happens
TSP and 401(k) withdrawals can create an unexpected tax bill when withholding does not match your actual tax bracket, state tax exposure, and total retirement income. In this episode, we break down what federal employees and retirees should che...
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