Headquartered in Columbus, Ohio and serving federal employees throughout multiple states, Shawn Swanson provides retirement planning preparedness and financial consulting with a specialty in serving the retirement preparedness and financial needs of employees of the United States Federal Government and their families.
Shawn provides assistance with a variety of financial planning concerns including issues related to Thrift Savings Plan, FEGLI, FERS, CSRS benefits and overall retirement preparedness. Shawn’s unique combination of education and experience provides federal employees with access to a financial consultant with specific training, experience and resources that can be tailored to individual financial situations.
Newsletters
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Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
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Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
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HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.