Ep 314. Federal Employee Retirement, with Charles Dzama

from Retire SMART Podcast · host Retire SMART LLC

David sits down with advisor Charles Dzama, a guest from Southern California specializing in financial planning for federal employees. Together, they unpack the unique retirement challenges and opportunities facing this group, from managing TSP allocations to leveraging tax-efficient strategies like qualified charitable distributions and Roth conversions.

Episode metadata supplied by the publisher feed · Published Nov 13, 2025

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Ep 314. Federal Employee Retirement, with Charles Dzama

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