Federal Employees Retirement & Benefits Podcast by CD Financial
Charles Dzama
216 episodes
3 days ago
Discover how charitable donations can maximize your tax benefits and support causes you care about. In this video, we unpack: Strategies for effective charitable giving Tax deductions for retirees and business owners Donor-advised funds and philanthropy tips Common mistakes to avoid when giving IRS rules and documentation best practices Key Links & Resources: Book a FREE 15-minute call: https://calendly.com/charlesdzama/complimentary-15-minute-phone-call-youtube Subscribe for weekly t...
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Discover how charitable donations can maximize your tax benefits and support causes you care about. In this video, we unpack: Strategies for effective charitable giving Tax deductions for retirees and business owners Donor-advised funds and philanthropy tips Common mistakes to avoid when giving IRS rules and documentation best practices Key Links & Resources: Book a FREE 15-minute call: https://calendly.com/charlesdzama/complimentary-15-minute-phone-call-youtube Subscribe for weekly t...
Inflation’s Impact on Your 2025 Federal Pension COLA
Federal Employees Retirement & Benefits Podcast by CD Financial
4 minutes
1 month ago
Inflation’s Impact on Your 2025 Federal Pension COLA
Don’t let inflation erode your retirement — this video shows you how you can protect your 2025 Federal Pension COLA for income liquidity from day one. By rolling over a portion of your TSP into an IRA before retirement and having liquid funds in place, you can increase the quality of the first few months of retirement without delays in your pension COLA or benefits. 🔗 LINKS & RESOURCES FREE 15-minute call: https://calendly.com/charlesdzama/complimentary-15-minute-phone-call-youtube News...
Federal Employees Retirement & Benefits Podcast by CD Financial
Discover how charitable donations can maximize your tax benefits and support causes you care about. In this video, we unpack: Strategies for effective charitable giving Tax deductions for retirees and business owners Donor-advised funds and philanthropy tips Common mistakes to avoid when giving IRS rules and documentation best practices Key Links & Resources: Book a FREE 15-minute call: https://calendly.com/charlesdzama/complimentary-15-minute-phone-call-youtube Subscribe for weekly t...
