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Bethesda Wealth Planning Group
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Bethesda Wealth Planning Group
Meet Your Team
Financial Planning
Investment Management
Retirement Planning
Company 401(k) & Business Solutions
Contact us
FAQs
Blog
Client Portal
Book Consultation
Meet Your Team
Folder: Our Services
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Financial Planning
Investment Management
Retirement Planning
Company 401(k) & Business Solutions
Folder: About us
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Contact us
FAQs
Blog
Client Portal
Book Consultation
Tax Planning with a Pension: Why Strategy Changes for FERS Retirees
Federal Government, Tax Planning, Investments Simeon Esprit 12/12/25 Federal Government, Tax Planning, Investments Simeon Esprit 12/12/25

Tax Planning with a Pension: Why Strategy Changes for FERS Retirees

Pension retirees face a higher tax floor in retirement than non-pension retirees. Learn how FERS and other pension households can plan for taxes through Social Security timing, RMD management, Roth strategies, taxable accounts, and early pre-retirement planning.

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Predictable Retirement: The ‘Income Protection’ Approach
Retirement, Federal Government Simeon Esprit 11/14/25 Retirement, Federal Government Simeon Esprit 11/14/25

Predictable Retirement: The ‘Income Protection’ Approach

Learn how the Income Protection approach helps retirees create predictable income for a relaxing retirement.

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The ‘Risk Wrap’ Approach to Retirement Income
Investments, Retirement, Federal Government Simeon Esprit 11/12/25 Investments, Retirement, Federal Government Simeon Esprit 11/12/25

The ‘Risk Wrap’ Approach to Retirement Income

the Risk Wrap approach helps retirees and employees with pensions balance market growth and predictable income through diversified, structured retirement planning.

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The Role of L Funds for Federal Government Employees
Federal Government, Investments Simeon Esprit 11/3/25 Federal Government, Investments Simeon Esprit 11/3/25

The Role of L Funds for Federal Government Employees

Learn how TSP L Funds work, what they are made of, and how to decide between L Funds and individual TSP funds. Understand how glide paths change over time and why investing with purpose matters.

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6 Retirement Questions Government Empoyees Should Ask
Federal Government, Retirement Simeon Esprit 10/18/25 Federal Government, Retirement Simeon Esprit 10/18/25

6 Retirement Questions Government Empoyees Should Ask

6 Retirement questions to ask to make the transition from the workforce to retirement seamless.

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The Federal Thrift Savings Plan
Investments, Federal Government Simeon Esprit 12/1/24 Investments, Federal Government Simeon Esprit 12/1/24

The Federal Thrift Savings Plan

The Federal Thrift Savings Plan (TSP) is a tax-deferred retirement savings and investment plan set up to help federal civilian employees and military personnel save for retirement.

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Bethesda Wealth Planning Group Logo
 

909 Rose Ave STE 400, Bethesda MD 20852

Check the background of your financial professional on FINRA’sBrokerCheck

Simeon Esprit, Benjamin Duhoski, and Eric Simning are Financial Planners with, and offer securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

LPL Enterprise Form CRS

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

This information is not intended as authoritative guidance or tax or legal advice.  You should consult with your attorney or tax advisor for guidance on your specific situation.

Brianna Smith is employed by Bethesda Wealth Planning Group and not through LPLE.

Bethesda Wealth Planning Group does business in the following states:

Securities: [CA, CO, DC, FL, GA, MA, MD, MI, MT, NJ, NY, NC, OR, TN, TX, VA ]
Life Insurance: [CA, CO, DC, FL, MD, MI, NJ, TN, TX, VA,] (CA Insurance licenses #4252341)
Variable Life Insurance: [CA, CO, DC, FL, MD, MI, NJ, TN, TX, VA]
Mutual Funds: [CA, CO, DC, FL, GA, MD, MI, MT, NJ, NY, NC, TN, TX, VA]
Fixed Annuities: [CA, CO, DC, FL, MD, MI, NJ, TN, TX, VA]
Variable Annuities: [CA, CO, DC, FL, MD, MI, NJ, TN, TX, VA]

1074475-00002-00

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