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Federal Employee Financial Planning PodcastAuthor: Mason & Associates
Federal employee benefits are among the most comprehensive and strongest in the country. Financial planning for federal employees requires knowledge of both financial planning concepts and a comprehensive understanding of these benefits. General financial planning advice is just that, general. We speak specifically to federal employees and the unique planning techniques and strategies to help them maximize their benefits. Mason & Associates have over three decades serving as financial planners for federal employees. Language: en Genres: Business, Education, How To, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Episode 107: Should Federal Employees Do Roth Conversions? Do They Help Or Hurt?
Monday, 22 December, 2025
Do Roth conversions make sense for everyone? In this episode, we unpack the rules, strategies, and potential pitfalls of Roth conversions, as well as the role of taxes, spending, and charitable goals. You'll learn why it's not always wise to "just convert everything now" and why flexibility is a crucial part of any financial strategy. Access the full show notes at Mason & Associates, LLC Resources Mentioned: Mason & Associates: LinkedIn Tommy Blackburn: LinkedIn John Mason: LinkedIn
