Tayvon Jackson covers significant changes to retirement accounts set to take effect in 2025, including increased catch-up limits for older individuals and automatic enrollment in 401k plans. He also highlights the importance of consulting financial advisors for comprehensive planning beyond just investments, including estate planning and behavioral finance considerations. Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

Tayvon Jackson explores the challenges of New Year's resolutions, particularly in the context of retirement planning. He emphasizes the importance of setting realistic, achievable goals rather than lofty aspirations. Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

Tayvon Jackson discusses the intricacies of the Thrift Savings Plan (TSP) for federal employees, emphasizing the importance of strategic investment choices and understanding retirement benefits.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

Tayvon Jackson delves into the intricacies of the Federal Employee Retirement System (FERS) and the Thrift Savings Plan (TSP), highlighting how federal employees can effectively plan for retirement.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

Tayvon Jackson gets into the complexities of retirement planning, particularly focusing on tax implications and the importance of a robust financial plan. He emphasizes the need for proactive tax strategies and financial planning to ensure a secure retirement.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

Tayvon Jackson discusses the importance of tax strategies and retirement planning, emphasizing the benefits of tax-free income through Roth conversions. He highlights the limitations of traditional 401k plans and advocate for the use of annuities to secure guaranteed income in retirement.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

Vanessa Patterson and Lisa Kim focus on the retirement systems available to federal workers, specifically comparing the Civil Service Retirement System (CSRS) and the Federal Employees Retirement System (FERS). They highlight the differences in benefits, including pensions, Social Security, and the Federal Employees Group Life Insurance (FEGLI) options.  To schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

Tayvon Jackson explores the transition from traditional pensions to 401(k) plans, discussing the challenges and solutions for retirement income generation. He emphasizes the importance of creating a personal pension through annuities and addresses the tax implications retirees may face, especially with potential tax increases in the future. Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

Tayvon Jackson delves into the complexities of Medicare and long-term care insurance, emphasizing the importance of understanding Medicare's structure, the potential pitfalls of Medicare Advantage plans, and the innovative solutions offered by living benefit policies.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

Tayvon Jackson gets into the critical aspects of Social Security and Medicare for retirees. He highlights common mistakes retirees make regarding their benefits, such as taking Social Security too early or delaying Medicare enrollment.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

Tayvon Jackson explores the current state of the stock market, investment strategies for potential downturns, and the future of Social Security. He discusses how to prepare for market fluctuations and the implications of Social Security's projected depletion, emphasizing the importance of financial planning and alternative retirement strategies. Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

Tayvon Jackson discusses various financial planning topics, including the intricacies of Social Security, the importance of planning for long-term care, and the complexities of Medicare. He emphasizes the need for proactive financial planning to avoid costly mistakes in retirement. Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

Tayvon Jackson discusses IBM's recent changes to their retirement funding strategy, which involves a shift from a traditional 401k matching system to a guaranteed retirement benefit account. They explore the implications of this change, including the pros and cons of pension plans versus 401k accounts. Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

Tayvon Jackson discusses the importance of life insurance, particularly hybrid life insurance that includes living benefits for long-term care.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

Tayvon Jackson explains the challenges faced by retirees, particularly focusing on the inadequacies of the 401k system and the importance of guaranteed income streams in retirement.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

Tayvon Jackson discusses the importance of age 60 and 62 for federal workers in retirement. He explains how the pension is calculated based on the high three and years of service, with a difference in benefits between ages 60 and 62.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

Tayvon Jackson explores the changes in the federal government retirement system and the need for planning. He talks about the impact of the new government system on pension income and the importance of understanding expenses and goals.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

Tayvon Jackson discusses the importance of tax planning and the potential tax implications of government employees' retirement accounts. He explores the options for converting a traditional TSP to a Roth and the limitations of investing in different funds within the TSP.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

Tayvon Jackson talks about a woman who asked for advice on how to invest a million dollars for passive income. The options discussed include money market funds, municipal bonds, CDs, and dividend-paying stocks.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

Red Flags When Working with Financial Advisors: What to Watch Out For Tayvon covers covers two main themes: qualified charitable distributions (QCDs) and red flags when working with financial advisors. Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

Tayvon Jackso highlights the importance of filling out the SSA 44 form to reduce Medicare premiums. He breaks down how complex retirement planning can be and why you might need for professional assistance. Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

Tavon Jackson discusses the concept of financial date nights with your spouse. He explains the importance of having open and positive conversations about money and setting financial goals together. Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

Tayvon Jackson discusses retirement from the government and provides insights on the ideal age and day to retire, as well as retiring with $500,000 or less. Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

Tayvon Jackson explores the intersection of love and finance, specifically in the context of relationships and marriage. He expresses the importance of both partners being involved in financial planning is emphasized, as it ensures alignment with goals and prevents potential issues in the future. Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

Tayvon discusses important things to know about Social Security this year, including changes in the COLA and the need for additional sources of income. He emphasizes the importance of planning and structuring Social Security benefits to supplement retirement income. Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

Tayvon Jackson discusses the tax strategy of qualified charitable distributions (QCDs) for individuals 70 ½  and older. He also explains the use of RMDs (required minimum distributions) from retirement accounts to fund life insurance policies. Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

Tayvon Jackson explains that when it comes time to retire, many people are caught off guard by various aspects of retirement. Some strategies that people often overlook include investing in retirement accounts, avoiding overspending during the first 10 years of retirement, and planning for healthcare and insurance costs. Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

Tayvon Jackson discusses the changes in retirement plans for federal workers, comparing the old Civil Service Retirement System (CSRS) with the new Federal Employees Retirement System (FERS). Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

Tayvon Jackson explains Federal Employee Group Life Insurance (FEGLI), the different coverage options in retirement, and the benefits of having a permanent life insurance policy outside of FEGLI.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

Tayvon Jackson covers the basics of TSP (Thrift Savings Plan) and how federal employees can choose the best investment options. He explains the different TSP funds, their risks, and the importance of diversification. Tayvon also breaks down the impact of fund choices on wealth accumulation and provides guidance on setting up and diversifying TSP accounts. Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

Tayvon Jackson discusses the importance of properly managing inherited money and highlights the common mistake of putting the money in conservative accounts with low interest rates instead of investing it. Tayvon emphasizes the need for younger generations to invest in stocks and mutual funds for long-term growth.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

Tayvon has been helping clients retire successfully for years, and now he's breaking down his process on how he does it. See if the strategy could work out for you.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

You hear lots of advice telling you to save a certain amount of money for retirement. Tayvon Jackson explains the strategy he uses to help his clients retire successfully every day at New Perspective Financial Services.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

Taxes can be your biggest expense in retirement. Tayvon Jackson explains how he helps his clients create a tax strategy as they more into their new chapter.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

Tayvon Jackson explains how he helps his clients at New Perspective decide whether using a Qualified Charitable Deduction could help their future tax picture.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

You have options when it comes to taking your Social Security. But which age will be best for you and how will taking it early affect your retirement? Tayvon Jackson explains how walks his clients through this imperative conversation. Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

It's not the most fun part of retirement, but it's essential you have a plan for long term care. Tayvon Jackson explains how he helps his clients come up with a plan to protect their families in the future.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

Inflation has been an issue for some time now. Tayvon Jackson explains how he helps his clients plan for inflation in retirement.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

What's the best age to put together your estate plan? Tayvon Jackson explains how he and his team walk their clients through the process to make sure their wishes are known.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

Money can be emotional. Tayvon Jackson explains how he helps his clients keep their emotions out of the equation when coming up with a retirement plan.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

When you really think about financial advisors, they're basically personal trainers for your money. Tayvon breaks down how he coaches his clients to be as financially fit as possible. Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

You might have issues festering in your retirement plan that you aren't aware of quite yet. Tayvon Jackson explains how he finds those problems and helps his clients have a more efficient portfolio.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit newperspectivefs.com

If you take Social Security as soon as possible, what are some things to watch out for? Tayvon Jackson breaks downs the pros and cons of claiming your benefits early.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit newperspectivefs.com

The 60/40 portfolio has been up and down the last few years. Tayvon Jackson explains his thoughts on the split and how he's strategizing his clients' portfolios.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit newperspectivefs.com

A lot of people assume taxes are going to go up in the future. Tayvon Jackson explains how he's being proactive with his clients in case that happens.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit newperspectivefs.com

If you have a 401k, do you believe it's enough to cover your retirement? Tayvon Jackson explains why it might not be and how to integrate other strategies.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit newperspectivefs.com

One mistake you could make in retirement is spending too much your first few years. Tayvon Jackson explains how he helps his clients keep their spending structured.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit newperspectivefs.com

The clock is ticking on certain tax cuts. What should we do to prepare? Tayvon Jackson explains how he's preparing his clients for when things change.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit newperspectivefs.com

Do you have old retirement accounts you need to rollover? Tayvon Jackson explains how this process works and how he sets his clients up for success.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit newperspectivefs.com

When the new tax brackets take effect, how will it change your retirement plan? Tayvon Jackson breaks down what to keep an eye on.  Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit newperspectivefs.com