Should I Invest My Roth Differently Than My Traditional IRA?
Here’s a question most people don’t ask (but more should be thinking about): Should I be investing in my Roth IRA differently than my traditional
Helping you prepare
for Federal Retirement
Available now on Amazon!
Your FERS Federal Retirement: The 10 Decisions that Will Make or Break Your Retirement
For most people, planning for retirement raises a ton of questions. Retiring as a federal employee is even more complex! How do you manage your TSP, FEGLI, FEHB…? Not to mention tax planning, social security, and survivor benefits? The list of questions to address goes on and on.
With each question comes a decision, and those decisions will have lasting implications. So, how do you make the best decisions for you? That’s what this book is all about.
There are 10 key decisions that must be made at your federal retirement. If those decisions are made well, you’ll embrace your retirement with confidence and purpose. If made poorly, they can lead to decades of unnecessary worry and anxiety.
1) FERS CALCULATOR
This is a good first step as you develop
your plan for federal retirement.
2) monthly webinars
We host monthly educational webinars on
retirement topics for federal employees.
3) ARTICLES & VIDEOS
We have a growing library of articles
and videos for your education.
Helpful Articles & Videos
For Federal Employees
Can You Trust the Government to Not Change the Rules on Roth?
Is there a chance the government might decide to change all the rules when it comes to Roth–and throw taxpayers a nasty, expensive curve ball?
Can TSP RMDs Mean a Bigger Bill from the IRS?
Let’s talk about those “required minimum distributions” (RMDs) that the IRS makes retirees take from their traditional TSPs or IRAs. At Christy Capital Management, we
The Right Mix of Retirement Accounts
If you want to cut your taxes now, there are multiple ways to do it. You can contribute to a traditional retirement account or put
Top 10 Questions about RMDs
It’s time we talked about RMDs. I don’t mean “Really Messy Desks” or “Rapidly Melting Desserts.” (Though both of those realities are problematic and worth
Fixing the Widow/Widower Tax Trap
Talk about a cruel example of adding insult to injury… Your spouse dies. A few months later, while you’re still reeling from grief, your CPA
Latest Federal Retirement Videos
6 Videos
Federal Retirement’s not a new concept.
But it is new to you.
Your next chapter shouldn’t feel like a big mystery. And it shouldn’t be a source of anxiety or dread.
You need a financial advisor team you can trust… and a plan that leads to a meaningful future. Imagine using your wealth in a way that aligns with your deepest values and makes life better for others. Imagine how great it would feel to finish well.
Sound good? Then stop imagining and take the practical first step toward a meaningful future.
Here's How it Works
1. Get Acquainted.
Everything we do is built on relationships. So let’s meet. Tell us all about you–your history, your relationships, your dreams and your assets. As a christian financial advisor, we’ll gladly answer any questions you have about us. Learn more about us.
2. Create a plan.
Working together, we’ll tailor a plan that reflects your deepest beliefs and biggest hopes. Then we’ll implement that plan, carefully monitoring it, and making necessary corrections along the way.
3. Finish well.
You’ll navigate retirement with the confidence that you have enough. Even better, you’ll have a clear purpose and be positioned to invest in the causes that matter most to you.
Leave a legacy that aligns with your beliefs.
Retire with guidance
In unpredictable times and with constantly changing laws, converting retirement savings into regular retirement income can be confusing. Instead, be confident knowing what assets you need.
Retire with confidence
Most people fret about retirement. As a fiduciary financial advisor, our clients enjoy peace-of-mind knowing they’ll have the assets they need for the next chapter of life.
Retire with purpose
The best retirement isn’t “from” work. It’s “to” new challenges! We help our clients strategize ways to invest their resources in the things that matter most.
