Mel Stubbs is a financial planner with over a decade of experience, specializes in helping federal employees plan for retirement. A key focus of Mel’s work is aiding clients and viewers in assessing potential future tax challenges and devising proactive strategies to fix those problems.
Today he explains:
His advice for an American listener who is concerned about their job security
10 decisions you have to make at retirement
Social Security, 401k’s, ROTHs, TSPs
How to manage and reduce the tax hit on ret...
Mel Stubbs is a financial planner with over a decade of experience, specializes in helping federal employees plan for retirement. A key focus of Mel’s work is aiding clients and viewers in assessing potential future tax challenges and devising proactive strategies to fix those problems.
Today he explains:
- His advice for an American listener who is concerned about their job security
- 10 decisions you have to make at retirement
- Social Security, 401k’s, ROTHs, TSPs
- How to manage and reduce the tax hit on retirement savings
- Well-known routes and lesser-known routes to preserving retirement savings
- Long-term planning for older married employees
- Capital gains
- Advice for and about your kids
Mel is so well-versed about this subject that I was running out of questions to ask him. A lot of food for thought even if you aren’t an American federal employee.
Listen now and then share this episode!
Find Mel at https://christycapital.com/
Learn more about Mel and find all his links at https://boomwithabang.com/the-boomer-womans-podcast-mel-stubbs/
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