Retirement Planning • TSP / 401K Advisory
Financial Planning for Government Employees
801 International Pkwy Suite 500
Lake Mary,
FL
32746
Phone:
- 800-839-9248
Fax:
- 352-483-5663
- E-mail address: richard@financialvehicles.com
For Government Employees
• Employee benefits analysis
• FERS, CSRS, TSP
• TSP Rollover changes & options
• Strategic TSP allocation & rebalancing
• State of Florida FRS & Drop choices
For Individuals & Families
• Expert financial advice
• 401(k) guidance & rebalancing
• Investment portfolio review
& recommendations
• Tax advantaged retirement planning
• Risk management & insurance
For Business
• 401(k) allocation & rebalancing
• Specialized Federal tax incentives
• Property tax reduction
• Hiring incentives & tax credits
• Business expense reduction
Newsletters
-
Your Business: Could You Benefit from a Roth Conversion in 2020?
This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
-
The Beige Book: A Timely Economic Read
The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.
-
Sequence Risk: Preparing to Retire in a Down Market
This article offers a strategy that may help address sequence risk — the danger of poor investment performance at the outset of retirement.
-
HOT TOPIC: Think Twice Before Speculating on a COVID-19 Cure
This article discusses risks involved in developing treatments and vaccines for COVID-19, and why discoveries might not benefit investors.
Calculators
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.