Proactive Tax Strategies for Federal Employees: Lower Your Lifetime Tax Bill by Starting Now

This webinar is designed for federal employees seeking fewer surprises and greater confidence in their tax and retirement income decisions. We will cover key tax planning concepts that affect both active employees and retirees, including a brief overview of the tax code, SECURE Act 2.0 and OBBBA considerations that may impact you this year, charitable planning strategies, and Roth conversion considerations.

Who is Capital Financial Planners?

The world of retirement and investment planning can be overwhelming and full of generic advice. Our goal is to help you cut through the noise and gain clarity on your specific situation. With an in-depth understanding of federal employee benefits like FERS, CSRS, TSP, and Social Security, our independent advisors have the tools to prepare you for, and walk with you through retirement from the federal government or private sector employment.