Who I Help: Case Study on a Mobilizing Reservist

by John Cooney on Nov 12, 2019

Retirement, Thrift Savings Plan, Military Financial Planner, cash-flow, Taxes

I get asked a lot about what type of clients I work with, and what I do to help them.  In this case study, I talk about a client I worked with who was preparing for a military deployment.  This client hired me on an hourly basis to help them prepare financially for the deployment and maximize the benefits available to them during the deployment.  You can read the first case study in this series h

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If I Inherit a TSP Account, Do I Need to Take RMDs?

by John Cooney on Sep 25, 2019

TSP, Thrift Savings Plan, Retirement, FERS, Military Financial Planner

Understanding Required Minimum Distributions for your Thrift Savings Plan (TSP) can get a little complicated when the account is your own, and when it is an inherited TSP account, it can be even more complex.  Understanding when you have to start and how much you have to take can depend on a couple of factors, which I am going to explain here.

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