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Posts by John and Laura Stohlman

The Importance of Timing TSP Withdrawals vs. Early Social Security

This is the third blog in our 3-part series: What FERS Retirees Should Know Before Starting Social Security Retirement Benefits & TSP Withdrawals Read Part 1: When Should You Apply for Social Security Retirement Benefits? Read Part 2: The Purpose of a Thrift Savings Plan…

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post icon in Federal Employees by John and Laura Stohlman Sep 22, 2021
By John and Laura Stohlman | September 22, 2021

The Purpose of a Thrift Savings Plan & The Rule of 55

This is the second blog in our 3-part series: What FERS Retirees Should Know Before Starting Social Security Retirement Benefits & TSP Withdrawals Read Part 1: When Should You Apply for Social Security Retirement Benefits? The Thrift Savings Plan (TSP) is a defined contribution plan,…

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post icon in Federal Employees by John and Laura Stohlman Sep 14, 2021
By John and Laura Stohlman | September 14, 2021

When Should You Apply for Social Security Retirement Benefits?

This is the first blog in our 3-part series: What FERS Retirees Should Know Before Starting Social Security Retirement Benefits & TSP Withdrawals Are you ready to retire? If you are a FERS employee, you probably know that your retirement income is structured like a…

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post icon in Federal Employees by John and Laura Stohlman Sep 7, 2021
By John and Laura Stohlman | September 7, 2021

3 Retirement Questions Federal Employees Should be Asking Now

Making the transition from the workforce to retirement is a big decision. After years of service, you are close to settling into a more comfortable and less stressful, and demanding lifestyle. As professional financial advisors specializing in the retirement of Federal employees, we understand the…

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post icon in Federal Employees by John and Laura Stohlman May 24, 2021
By John and Laura Stohlman | May 24, 2021

4 Reasons to Consider an Age 59 ½ In-Service Withdrawal

An under-used and misunderstood strategy that can help you preserve your assets while managing risks associated with investing. Let us review a few of the basics of the “age 59 ½ in-service withdrawal.” Many company plans such as 401(k), 403(b) and Thrift Savings Plan (TSP)…

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post icon in Federal Employees, Financial Planning, Investing, TSP by John and Laura Stohlman Apr 20, 2021
By John and Laura Stohlman | April 20, 2021

The Importance of Estate Planning in 2021: Part 3-Leaving a Legacy

Striving for Peace in Uncertain Times We have attended many industry seminars and conferences and we always enjoy a good motivational speaker. One that really sticks with us is Dr. Jerry Linenger, a retired U.S. Navy flight surgeon and NASA astronaut, because it really confirms…

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post icon in Estate Planning by John and Laura Stohlman Apr 7, 2021
By John and Laura Stohlman | April 7, 2021

The 2021 Updates for Required Minimum Distributions

RMD Requirements for 2021 are back In March of 2020, the Coronavirus Aid, Relief, and Economic Security Act (also known as the CARES Act) waived the RMD requirements for 2020 for most taxpayers. This waiver was given to allow savers to leave the funds in…

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post icon in Retirement, Retirement Planning, Taxes by John and Laura Stohlman Mar 25, 2021
By John and Laura Stohlman | March 25, 2021

The Importance of Estate Planning in 2021: Part 2-Wills and Trusts

Striving for Peace in Uncertain Times We are living in uncertain times: the pandemic, a new administration and congress, with many parts of the economy struggling. There is a tone of worry and stress as many are attempting to register for a vaccine. We are…

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post icon in Estate Planning by John and Laura Stohlman Mar 10, 2021
By John and Laura Stohlman | March 10, 2021

The Importance of Estate Planning in 2021: Part 1-Living Issues

Striving for Peace in Uncertain Times We are living in uncertain times. Currently, we are approaching the one-year anniversary of the COVID-19 pandemic’s introduction to the US. Many of us know a friend or family member who has become sick with the virus or possibly…

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post icon in Estate Planning by John and Laura Stohlman Mar 3, 2021
By John and Laura Stohlman | March 3, 2021

Estate and Death Taxes Proposal, More People Affected

The new administration has made their tax priorities clear. They would like to return taxes to the prior levels. One of the most significant changes could affect the tax at transfer of the assets to heirs at death. With the administration’s party now controlling both…

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post icon in Estate Planning, Taxes by John and Laura Stohlman Feb 17, 2021
By John and Laura Stohlman | February 17, 2021

Biden’s Proposals for Higher Taxes

During the presidential campaign Joe Biden made his tax priorities clear: He wants to eliminate the tax cuts of the Trump-era leading to higher taxes on corporations and the “rich.” With the Democrats gaining control of the Senate, the possibility of the implementation of his…

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post icon in Taxes by John and Laura Stohlman Feb 10, 2021
By John and Laura Stohlman | February 10, 2021

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    MEDALLION FINANCIAL GROUP

    13 E. Deer Park Drive
    Gaithersburg, MD 20877
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