What’s the difference between reacting to taxes and truly planning for them? In this episode, Tommy and John break down the latest year-end financial planning and tax strategies every federal employee needs to know. With recent tax law changes and shifting financial dynamics, they tackle big questions like how the enhanced senior deduction works, when a Roth conversion makes sense, and why timing matters when harvesting capital gains.

Access the full show notes at Mason & Associates, LLC

Resources Mentioned:

• FEFP: One Big Beautiful Bill Part 2 (EP100)
• FEFP: One Big Beautiful Bill Part 1 (EP99)
• FEFP: An Inside Look at Strategic Planning Season (EP94)
• FEFP: Mortgage Strategies for Federal Employees with James Anderson (EP80)
• Mason & Associates: LinkedIn
• Tommy Blackburn:  LinkedIn
• John Mason: LinkedIn