Episode 91: Taxes Is a Year-Round Sport: Planning Smarter for Federal Employees

from Federal Employee Financial Planning Podcast

Is reviewing your tax return enough or are you missing the bigger picture? In this episode, Tommy and John break down why simply looking at last year's return doesn't cut it, and how projection-based planning connects directly to key financial decisions like Roth conversions, mortgage deductions, and retirement income strategy. Access the full show notes at Mason & Associates, LLC Resources Mentioned: Mason & Associates: LinkedIn Tommy Blackburn: LinkedIn John Mason: LinkedIn TurboTax Form 2210 – Underpayment of Estimated Tax H&R Block SPECIAL EPISODE: New Client Process & Client Experience

Episode metadata supplied by the publisher feed · Published May 12, 2025

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Episode 91: Taxes Is a Year-Round Sport: Planning Smarter for Federal Employees

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This episode was published on May 12, 2025.

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