Episode 318
Ep 314. Federal Employee Retirement, with Charles Dzama
November 13, 202512m 58s
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Show Notes
David sits down with advisor Charles Dzama, a guest from Southern California specializing in financial planning for federal employees. Together, they unpack the unique retirement challenges and opportunities facing this group, from managing TSP allocations to leveraging tax-efficient strategies like qualified charitable distributions and Roth conversions.