Copperwood Financial, Inc.

Today, we honor and thank the brave men and women who have served our country. Your courage, sacrifice, and commitment are an inspiration to us all. Happy Veterans Day! #VeteransDay #ThankYouForYourService #CopperwoodFinancial

?? Attention Federal Employees! ?? Are you ready to take charge of your retirement? Join us for an exclusive, in-depth webinar on Federal Retirement Planning! Learn how to maximize your benefits and make tax-smart decisions for a secure future. ???? ????????????: -Optimizing Social Security: Learn how reducing taxable income may lower taxes on your Social Security benefits. -TSP Contribution Choices: Evaluate Roth vs. Traditional TSP contributions based on the current tax environment. -TSP Withdrawal Strategies: Consider tax-efficient withdrawal options that can reduce potential tax bills. Bonus: Understanding FERS Benefits: Get insights into your FERS Pension and Supplement to help maximize retirement income. ?????????? ??????????????: Dates: Thursday, November 7th or Tuesday, November 12th Time: 12:00 PM Central Time Space is limited—secure your spot now! https://lnkd.in/dBqsHRQa #RetirementPlanning #FederalEmployees #CopperwoodFinancial #FinancialFreedom

Heads up! Social Security benefits are getting a 3.2% boost in 2025 ?? This cost-of-living adjustment means a little extra in your pocket starting January, though it's smaller compared to last year’s increase. Check out how this change could impact your monthly benefits and plan ahead! Sources: https://lnkd.in/dMUaUCAt #CopperwoodFinancial #SocialSecurity

Don't miss out on the $13.61 million estate tax exemption for 2024! Plan ahead now to protect your legacy before the exemption expires in 2026. ???? #EstatePlanning #TaxStrategy #WealthManagement #CopperwoodFinancial

Taxes are likely one of your largest expenses in retirement, and the vast majority of retiree's assets are typically in tax-deferred accounts. This means that in a rising tax environment, all of those dollars are subject to higher tax rates! https://lnkd.in/gwbk6Tke #taxes #taxes #retirementplanning #financialplanning

How much do Olympians make for winning a medal? Not as much as you may think. The real value is in the additional sponsorship and endorsement deals they're able to attract. The most successful ones know that in addition to being an athlete, they're also a business owner, and need to make sure that they're tracking income and expenses to maximize their post-tax earnings! https://lnkd.in/gFEBFe45

?? Important Update: Soon, you won't be able to sign in to your online Social Security account using your current username and password. You'll need a Login.gov or ID.me account for access. This change improves security and aligns with federal standards. ? Already using Login.gov or ID.me? No action needed. ?? To transition: Sign in with your Social Security username on our website, then create a Login.gov account. ?? Need help? Login.gov offers 24/7 customer support. #CopperwoodFinancial #SocialSecurity

Big Changes coming for NCAA Athletes! Do you think this is good or bad for college athletics as a whole? What's the right balance between getting a college degree and athletic performance? With many University Collectives struggling to successfully raise and distribute Name, Image, Likeness (NIL) money effectively to students, the latest NCAA announcement could turn the whole thing upside down. https://lnkd.in/gwFaCfcw

Attention Federal Employees: Important Announcement! The TCJA tax cuts are scheduled to lapse in two years, leading to higher rates on your TSP, Pension, and Social Security benefits. Don't miss our upcoming webinar, where we'll delve into the impact on your benefits and provide guidance on how to navigate these changes effectively. Join us to stay informed and take control of your financial future. Click here to register: https://bit.ly/3HndtNy #federalemployees #TSP #incometaxes #financialplanning #retirementtaxes

Federal Employees: Listen Up! The TCJA tax cuts are expiring in two years. This means that your TSP, Pension, and Social Security benefits will all be subject to higher rates. Join us for our upcoming webinar to understand how this will impact your benefits, and what you can do about it. Click the image below to register. #federalemployees #TSP #incometaxes #financialplanning #retirementtaxes