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Dmason Financial Planning Tools

 
GABRIEL MARTINEZ
Dmason Financial Planning Tools
by GABRIEL MARTINEZ - Monday, July 12, 2021, 1:51 PM
 

Last Updated: January 10, 2024

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Plan Your 2024 Savings using AgLearn!

Do you use tax-smart savings to make every penny count?

You can contribute more this year to Thrift Savings Plan (TSP) and IRAs. The courses below teach you how to choose between the TSP, Roth TSP, and IRAs. Learn if you're saving enough in tax-smart accounts to meet your goals. Learn how to choose investments for short-, intermediate- and long-term goals. And, as always, you can add to your knowledge at no cost to you, 24/7!

A pair of scissors cutting the word tax in half.

Make your 2024 financial and retirement plans now!

  • With step-by-step guides by Debbie Mason, a CERTIFIED FINANCIAL PLANNER™ professional
  • Interactive - Self-paced - 24x7 access - online through AgLearn

Take charge of your money.

  • Plan steps to manage expenses, credit, and debt.
  • Build an emergency fund and evaluate insurance needs.
  • Build savings with tax-smart retirement savings accounts: TSP and IRAs. Are you contributing the most you can?
  • Improve financial records.

Select the course below to learn more.


Learn to invest and grow your savings.

  • Build a personal financial and retirement plan with a customized course.
  • Build savings with tax-smart retirement savings accounts: TSP and IRAs. Are you contributing the most you can?
  • Learn how to invest and allocate savings — Thrift Savings Plan (TSP), Roth TSP, 401(k), IRA, Roth IRA.
  • Estimate income needs, retirement income, and savings growth.
  • Learn your benefits and estimate Federal and other retirement income.
  • For Late-Career, evaluate withdrawal options — TSP, Roth TSP, other.
Choose a TSP, Retirement, and Financial Planning course below customized for your retirement system to learn more.

Ready to retire? Have you saved enough?

  • Create a tax-smart cash flow plan to have more after-tax money to spend.
  • Learn how to invest for inflation-adjusted lifetime income.
  • Learn how to avoid stealth taxes.
  • Determine a safe spending rate from TSP and other retirement savings.
  • Determine if Roth conversions would benefit you.

Select the course below to learn more.