Year End Tax Planning for Federal Employees

Because of the incredible benefits Federal Employees have, they need to be more vigilant than most about long-term tax planning. We focus on 2 federal benefits during this video.

Welcome to Financial Planning 4 Feds. We are dedicated to educating federal employees on how to maximize the value from their government benefits by developing and executing a financial plan.

In this episode we:
• Educate on the most impactful tax strategies for Feds.
• Provide examples of how federal employees use tax planning to their advantage.
• List action items to maximize these tax strategies.

0:00 Intro
0:42 Long-term tax planning defined
3:44 4 types of accounts based on taxation
7:00 FEHB tax benefits
11:33 TSP tax benefits

Federal employees and their spouses are invited to complimentary educational workshops covering their federal benefits. For details, visit: https://fedimpact.com/VWP

Federal Benefit Resources:
https://www.opm.gov/
https://www.tsp.gov/
https://www.myfederalretirement.com/c...
https://www.myfederalretirement.com/
https://www.fedsmith.com/

Would you like to know more?
https://www.valorwealthpartners.com/
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