Jason Cutitta
Retirement planner and principal of ToBa Financial who hosts the Hawaii Retirement Show; focuses on retirement planning for federal and public sector workers and provides tax-aware financial planning advice.
Best podcasts with Jason Cutitta
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Feb 12, 2026 • 1h 19min
#191 - "Hot topics" edition...Andy and Jason Cutitta talk about inheritances, Die With Zero, TSP in-plan conversion, taking RMDs and MORE!
Jason Cutitta, retirement planner and principal of ToBa Financial who hosts the Hawaii Retirement Show, joins to tackle timely retirement puzzles. They discuss treating potential inheritances, limits of the Die With Zero idea, new in-plan Roth conversions for TSP, strategies for which accounts to tap first with age gaps, RMD timing, tax filing reasons, and when to hire an advisor.
