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Smart Start Investing

60 members • Free

Financial Independence Academy

25 members • $150/m

72 contributions to Financial Independence Academy
Guest Info and Question Request for Oct. (TSP)
Hi all, Our guest for Oct. 8th 7pm est. will be Lacey Langford Lacey Langford is an Air Force veteran and Accredited Financial Counselor® who transforms people's relationship with money from fear to confidence. With over 15 years of financial experience, she understands firsthand the unique challenges military families face. Driven by her belief that helping one person can truly lift all, Lacey bootstrapped and built two impactful ventures. She founded MILMO®, a community dedicated to empowering U.S. service members with financial literacy and entrepreneurial guidance, and hosts the MILMO® Show podcast. She will be talking about TSP and the nuances around that retirement plan. Please put any questions you might have in this thread so that we can have a great conversation and presentation with Lacey
Guest Info and Question Request for Oct. (TSP)
What are the rules for withdrawing money out of a TSP account after retirement? What are the best ways to withdraw funds while minimizing or avoiding taxes.
Andy Hill speaker and Question Request
Hi all, Here is a little about the speaker we will have on Sept. 29th 7pm EST. Please put question we would like him to answer during the call on this thread so that we can have a great conversation. Andy Hill, AFC®️ is the award-winning family finance coach behind Marriage Kids and Money - a platform dedicated to helping families build wealth and happiness. Andy's advice and personal finance experience have been featured in major media outlets like CNBC, Forbes, MarketWatch, Kiplinger’s Personal Finance and NBC News. Andy has accomplished so many things in such a short time such as 1. Paying off $50k in debt in less than 1 year 2. Became mortgage free by 35 3. He and His wife became millionaires in less than 10 years starting from a 50k in debt) His debut book, “Own Your Time: 10 Financial Steps to Put Your Family First and Escape the Corporate Grind”, will be released in January 2026.
Andy Hill speaker and Question Request
Mr. Hill, Thank you spending time with us and sharing your knowledge and skill sets. What five important steps would you recommend for building and establishing financial security- either as an individual or mature couple - entering into the first three years of retirement.
Tax Planning - new senior tax deduction
Information about the OBBBA (One Big Beautiful Bill Act) see link below https://403bwise.org/blog/entry/blog-barbara-an-obbba-summary-for-403b-plan-participants
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Tax Planning - new senior tax deduction
Resource-About 403b
This maybe of interest for anyone working in a school. See Link below https://403bwise.org/education
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Suggestion for Guest Speakers
After we have someone to speak with us about retirement. Next, Taxes-how to reduce your taxes. Starting now with making adjustments before the end of the year. Accounting - Changes for 2025 with the big beautiful bill.
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Marilyn Jackson Luster
4
16points to level up
@marilyn-jackson-luster-2519
Approaching retirement

Active 5h ago
Joined Feb 22, 2025
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