Areas We Serve
Robert Boeck works from Chattanooga, Tennessee, with clients across the country by Zoom. The pages below cover seven Tennessee areas and the decisions that are specific to planning there.
Chattanooga
How Tennessee taxes retirement income, and what a move into the state does not settle.
Knoxville
TVA’s pension system: the choices it puts to an employee at retirement, and TVA’s retiree medical rules.
Nashville
TCRS, the state’s pension for teachers and state employees: its two plans and its payout choices.
Franklin and Brentwood
Executive pay at the headquarters there: deferred compensation, company stock and the tax year each one lands in.
Memphis, Germantown and Collierville
FedEx’s pension, taken as a lump sum or as monthly income, and executive pay at the Memphis headquarters.
Tullahoma and Manchester
Federal pensions under FERS: when to leave, the supplement before 62, TSP withdrawals and the survivor election.
Crossville and Fairfield Glade
Drawing an income where most residents have retired, a survivor’s income, and Tennessee’s property tax programs.
What if you live outside Tennessee?
Robert works with clients across the country by Zoom, and the process is the same wherever you live: a first conversation of thirty minutes, with both spouses where that applies. Your own state’s tax rules go into your plan the way Tennessee’s go into these pages.
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