DiscoverFederal Employee Financial Planning PodcastEpisode 91: Taxes Is a Year-Round Sport: Planning Smarter for Federal Employees
Episode 91: Taxes Is a Year-Round Sport: Planning Smarter for Federal Employees

Episode 91: Taxes Is a Year-Round Sport: Planning Smarter for Federal Employees

Update: 2025-05-12
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Is reviewing your tax return enough or are you missing the bigger picture? In this episode, Tommy and John break down why simply looking at last year’s return doesn’t cut it, and how projection-based planning connects directly to key financial decisions like Roth conversions, mortgage deductions, and retirement income strategy.

Access the full show notes at Mason & Associates, LLC


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Episode 91: Taxes Is a Year-Round Sport: Planning Smarter for Federal Employees

Episode 91: Taxes Is a Year-Round Sport: Planning Smarter for Federal Employees