Federal Employees Retirement & Benefits Podcast by CD Financial
Charles Dzama
216 episodes
4 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...
(ORA) Digital Retirement Processing: Is the OPM System Fast Enough?
Federal Employees Retirement & Benefits Podcast by CD Financial
26 minutes
1 month ago
(ORA) Digital Retirement Processing: Is the OPM System Fast Enough?
Is the new OPM Online Retirement Application (ORA) speeding up federal retirement or causing more delays? In this video, CD Financial explains the digital process, timelines, hidden pitfalls, and speedy tips for federal employees (FERS & CSRS) preparing to retire. Learn how to optimize your paperwork, avoid late annuity payments, and get the answers to crucial OPM system changes for 2025. 🔗 LINKS & RESOURCES FREE 15-minute call: https://calendly.com/charlesdzama/com... Newsletter: ht...
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...
