Federal Employees Retirement & Benefits Podcast by CD Financial
Charles Dzama
218 episodes
4 days ago
Should you leave your Thrift Savings Plan (TSP) untouched, roll it to an IRA, or turn it into a lifetime income stream? In this episode, we break down the real-world pros and cons of each TSP retirement option so you don’t accidentally trade away flexibility, tax control, or your spouse’s future security. Most federal employees pick the “simple” choice with TSP—and it can quietly cost them in taxes and lost options later. 👉 FREE 15-minute call: https://calendly.com/charlesdzama/complimentary...
All content for Federal Employees Retirement & Benefits Podcast by CD Financial is the property of Charles Dzama and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Should you leave your Thrift Savings Plan (TSP) untouched, roll it to an IRA, or turn it into a lifetime income stream? In this episode, we break down the real-world pros and cons of each TSP retirement option so you don’t accidentally trade away flexibility, tax control, or your spouse’s future security. Most federal employees pick the “simple” choice with TSP—and it can quietly cost them in taxes and lost options later. 👉 FREE 15-minute call: https://calendly.com/charlesdzama/complimentary...
Charitable Donations: Tax Strategies & Smart Giving for Retirees and Business Owners
Federal Employees Retirement & Benefits Podcast by CD Financial
23 minutes
1 week ago
Charitable Donations: Tax Strategies & Smart Giving for Retirees and Business Owners
Discover how charitable donations can maximize your tax benefits and support causes you care about. In this video, we unpack: Strategies for effective charitable giving Tax deductions for retirees and business owners Donor-advised funds and philanthropy tips Common mistakes to avoid when giving IRS rules and documentation best practices Key Links & Resources: Book a FREE 15-minute call: https://calendly.com/charlesdzama/complimentary-15-minute-phone-call-youtube Subscribe for weekly t...
Federal Employees Retirement & Benefits Podcast by CD Financial
Should you leave your Thrift Savings Plan (TSP) untouched, roll it to an IRA, or turn it into a lifetime income stream? In this episode, we break down the real-world pros and cons of each TSP retirement option so you don’t accidentally trade away flexibility, tax control, or your spouse’s future security. Most federal employees pick the “simple” choice with TSP—and it can quietly cost them in taxes and lost options later. 👉 FREE 15-minute call: https://calendly.com/charlesdzama/complimentary...
