Tom Poltersdorf Jr, CFP®

@UCekuJjl-wMFPBhCMhsCqFSQ - 6.6K subscribers

I help federal employees retire without guessing. Get your federal retirement blueprint 👇

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What Changes at $2M for Federal Employees (FERS & TSP)

What Changes at $2M for Federal Employees (FERS & TSP) Tom Poltersdorf Jr, CFP®

11 views - 21 hours ago

How to Combine Your FERS Pension, TSP, and Social Security Into One Monthly Paycheck

How to Combine Your FERS Pension, TSP, and Social Security Into One Monthly Paycheck Tom Poltersdorf Jr, CFP®

27 views - 1 week ago

FERS Pension: What Actually Hits Your Bank Account in Retirement

FERS Pension: What Actually Hits Your Bank Account in Retirement Tom Poltersdorf Jr, CFP®

24 views - 1 week ago

Should Federal Employees Keep Their TSP in Retirement? (3rd Option Most Miss)

Should Federal Employees Keep Their TSP in Retirement? (3rd Option Most Miss) Tom Poltersdorf Jr, CFP®

37 views - 2 weeks ago

Married Federal Employees: This TSP Checkbox Can Cut Your Spouse’s Income For Life

Married Federal Employees: This TSP Checkbox Can Cut Your Spouse’s Income For Life Tom Poltersdorf Jr, CFP®

13 views - 2 weeks ago

Can Your 401k Really Replace Your Paycheck? Do THIS Math First

Can Your 401k Really Replace Your Paycheck? Do THIS Math First Tom Poltersdorf Jr, CFP®

46 views - 3 weeks ago

Federal Employees: Are You Making This TSP Withdrawal Mistake?

Federal Employees: Are You Making This TSP Withdrawal Mistake? Tom Poltersdorf Jr, CFP®

38 views - 3 weeks ago

Why Most Federal Employees Mess Up Their Pension

Why Most Federal Employees Mess Up Their Pension Tom Poltersdorf Jr, CFP®

37 views - 4 weeks ago

Federal Employee Retires at 60 With $1M: How Much Can I Spend?

Federal Employee Retires at 60 With $1M: How Much Can I Spend? Tom Poltersdorf Jr, CFP®

93 views - 1 month ago

TSP Withdrawal Options When You Retire from Federal Service

TSP Withdrawal Options When You Retire from Federal Service Tom Poltersdorf Jr, CFP®

142 views - 1 month ago

FERS Survivor Benefit: Don’t Lose Your Spouse’s FEHB

FERS Survivor Benefit: Don’t Lose Your Spouse’s FEHB Tom Poltersdorf Jr, CFP®

121 views - 1 month ago

Federal Employees: Are We Actually Okay To Retire? Your Entire Retirement On One Page

Federal Employees: Are We Actually Okay To Retire? Your Entire Retirement On One Page Tom Poltersdorf Jr, CFP®

30 views - 1 month ago

FERS Retirement Income vs Salary: The Pay Cut Nobody Shows You

FERS Retirement Income vs Salary: The Pay Cut Nobody Shows You Tom Poltersdorf Jr, CFP®

98 views - 2 months ago

TSP Changes in 2026: What Federal Employees Need to Know

TSP Changes in 2026: What Federal Employees Need to Know Tom Poltersdorf Jr, CFP®

168 views - 2 months ago

Federal Employees: 3 TSP Tax Traps That Cost You Big Money

Federal Employees: 3 TSP Tax Traps That Cost You Big Money Tom Poltersdorf Jr, CFP®

22 views - 2 months ago

New Tax Law: Retirees Can’t Waste the Next 4 Years

New Tax Law: Retirees Can’t Waste the Next 4 Years Tom Poltersdorf Jr, CFP®

106 views - 2 months ago

50 Year Mortgages: What You Must Know!

50 Year Mortgages: What You Must Know! Tom Poltersdorf Jr, CFP®

29 views - 2 months ago

FEHB 5-Year Rule: Keep Your Benefits After Retirement

FEHB 5-Year Rule: Keep Your Benefits After Retirement Tom Poltersdorf Jr, CFP®

29 views - 2 months ago

Federal TSP: 3 Tax Moves to Save Thousands Before Retirement

Federal TSP: 3 Tax Moves to Save Thousands Before Retirement Tom Poltersdorf Jr, CFP®

38 views - 2 months ago

Federal Employees: Your FEHB and Medicare Part B Decision Guide

Federal Employees: Your FEHB and Medicare Part B Decision Guide Tom Poltersdorf Jr, CFP®

229 views - 3 months ago

Federal Employees: Watch This Before 62 (Avoid the FERS Retirement Trap)

Federal Employees: Watch This Before 62 (Avoid the FERS Retirement Trap) Tom Poltersdorf Jr, CFP®

131 views - 3 months ago

The Ultimate Retirement Planning Checklist (Secure Your Future)

The Ultimate Retirement Planning Checklist (Secure Your Future) Tom Poltersdorf Jr, CFP®

127 views - 3 months ago

Pennsylvania Inheritance Tax Explained in Plain English

Pennsylvania Inheritance Tax Explained in Plain English Tom Poltersdorf Jr, CFP®

286 views - 3 months ago

38 Years Old and Nothing Saved for Retirement - Top 8 Recommendations

38 Years Old and Nothing Saved for Retirement - Top 8 Recommendations Tom Poltersdorf Jr, CFP®

281 views - 4 months ago

If You’re 55, This 401k Move Can Help You Retire Early

If You’re 55, This 401k Move Can Help You Retire Early Tom Poltersdorf Jr, CFP®

719 views - 5 months ago

"I’m retiring. What should I do with my 401k?"

"I’m retiring. What should I do with my 401k?" Tom Poltersdorf Jr, CFP®

461 views - 5 months ago

Most People Fail This Retirement Readiness Test (See if You’re On Track)

Most People Fail This Retirement Readiness Test (See if You’re On Track) Tom Poltersdorf Jr, CFP®

177 views - 5 months ago

Can We Spend $15k/Month in Retirement?

Can We Spend $15k/Month in Retirement? Tom Poltersdorf Jr, CFP®

226 views - 5 months ago

Retire Early Using This Money System

Retire Early Using This Money System Tom Poltersdorf Jr, CFP®

141 views - 5 months ago

if you feel behind for retirement, here's 4 Steps to get back on track

if you feel behind for retirement, here's 4 Steps to get back on track Tom Poltersdorf Jr, CFP®

200 views - 6 months ago

Collect Social Security at Age 62 (7 Reasons Why)

Collect Social Security at Age 62 (7 Reasons Why) Tom Poltersdorf Jr, CFP®

167 views - 6 months ago

7 Big Retirement Mistakes That Still Shock Me to This Day

7 Big Retirement Mistakes That Still Shock Me to This Day Tom Poltersdorf Jr, CFP®

467 views - 6 months ago

if you're within 10 years of retirement, watch this now

if you're within 10 years of retirement, watch this now Tom Poltersdorf Jr, CFP®

575 views - 6 months ago

if you have $500k in a 401k, the IRS has plans for it

if you have $500k in a 401k, the IRS has plans for it Tom Poltersdorf Jr, CFP®

49.9K views - 6 months ago

Retire at 62 Even if You Feel Behind. Here's Why...

Retire at 62 Even if You Feel Behind. Here's Why... Tom Poltersdorf Jr, CFP®

1.8K views - 7 months ago

How Much Can I Spend in Retirement With a $2M Portfolio?

How Much Can I Spend in Retirement With a $2M Portfolio? Tom Poltersdorf Jr, CFP®

640 views - 7 months ago

I'm 60 with $1.4M and a Pension. Can I Retire Without Getting Crushed by Taxes?

I'm 60 with $1.4M and a Pension. Can I Retire Without Getting Crushed by Taxes? Tom Poltersdorf Jr, CFP®

305 views - 7 months ago

Should You Do a Roth Conversion in Retirement? (Don’t Get This Wrong)

Should You Do a Roth Conversion in Retirement? (Don’t Get This Wrong) Tom Poltersdorf Jr, CFP®

431 views - 8 months ago

How Much of Your Social Security Gets Taxed? (0% to 85% Explained)

How Much of Your Social Security Gets Taxed? (0% to 85% Explained) Tom Poltersdorf Jr, CFP®

192 views - 8 months ago

Which Retirement Accounts Should You Withdraw From First?

Which Retirement Accounts Should You Withdraw From First? Tom Poltersdorf Jr, CFP®

35.5K views - 8 months ago

The 3 Biggest Tax Mistakes Every Retiree Makes in Retirement (Real Examples)

The 3 Biggest Tax Mistakes Every Retiree Makes in Retirement (Real Examples) Tom Poltersdorf Jr, CFP®

3.7K views - 8 months ago

Why Looking Poor is Important to Live a Rich Life in Retirement

Why Looking Poor is Important to Live a Rich Life in Retirement Tom Poltersdorf Jr, CFP®

474 views - 9 months ago

This Retirement Mistake Could Cost You EVERYTHING

This Retirement Mistake Could Cost You EVERYTHING Tom Poltersdorf Jr, CFP®

95 views - 9 months ago

8 Retirement Planning Mistakes I See People Make in Their 50s

8 Retirement Planning Mistakes I See People Make in Their 50s Tom Poltersdorf Jr, CFP®

328 views - 9 months ago

I Built 4 Retirement Plans to Show You What Actually Works

I Built 4 Retirement Plans to Show You What Actually Works Tom Poltersdorf Jr, CFP®

607 views - 9 months ago

The 5 Biggest Regrets Business Owners Have After Retiring

The 5 Biggest Regrets Business Owners Have After Retiring Tom Poltersdorf Jr, CFP®

173 views - 9 months ago

7 Questions to Know if You Should Sell Your Business and Retire

7 Questions to Know if You Should Sell Your Business and Retire Tom Poltersdorf Jr, CFP®

257 views - 10 months ago

Selling Your HVAC Business? Buyers Want These 4 Things to Pay Top Dollar

Selling Your HVAC Business? Buyers Want These 4 Things to Pay Top Dollar Tom Poltersdorf Jr, CFP®

119 views - 10 months ago

How I Helped This Business Owner Retire with $1.4M (Case Study)

How I Helped This Business Owner Retire with $1.4M (Case Study) Tom Poltersdorf Jr, CFP®

60 views - 10 months ago

Business Owner Retired at 60 with $850k and Regretted It. Here's Why.

Business Owner Retired at 60 with $850k and Regretted It. Here's Why. Tom Poltersdorf Jr, CFP®

71 views - 10 months ago

How Business Owners Can Retire with No Savings – Top 12 Recommendations

How Business Owners Can Retire with No Savings – Top 12 Recommendations Tom Poltersdorf Jr, CFP®

651 views - 11 months ago

Stocks Are Falling. Here's Why I’m Not Worried...

Stocks Are Falling. Here's Why I’m Not Worried... Tom Poltersdorf Jr, CFP®

652 views - 11 months ago

Don't Regret Retirement (5 Keys to Personal Readiness)

Don't Regret Retirement (5 Keys to Personal Readiness) Tom Poltersdorf Jr, CFP®

293 views - 11 months ago

When to Sell Your Business for the Biggest Payout (The Freedom Point)

When to Sell Your Business for the Biggest Payout (The Freedom Point) Tom Poltersdorf Jr, CFP®

74 views - 1 year ago

Selling Your Business To Retire? (You MUST Watch This First)

Selling Your Business To Retire? (You MUST Watch This First) Tom Poltersdorf Jr, CFP®

313 views - 1 year ago

Can We Retire at 64 with $500k? Here's the Case Study...

Can We Retire at 64 with $500k? Here's the Case Study... Tom Poltersdorf Jr, CFP®

1.3K views - 1 year ago

Live Tax-Free on $126k Using This Simple Account (Not a Roth IRA)

Live Tax-Free on $126k Using This Simple Account (Not a Roth IRA) Tom Poltersdorf Jr, CFP®

1.1K views - 1 year ago

You Don't Need $1M To Retire: Here's Why

You Don't Need $1M To Retire: Here's Why Tom Poltersdorf Jr, CFP®

10.3K views - 1 year ago

3 Roth IRA Benefits Nobody Talks About

3 Roth IRA Benefits Nobody Talks About Tom Poltersdorf Jr, CFP®

2.3K views - 1 year ago

5 Income Sources The IRS Can't Tax

5 Income Sources The IRS Can't Tax Tom Poltersdorf Jr, CFP®

2.7K views - 1 year ago