Firefighter Financial Advisor
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Advisory services are offered through Strive Financial Group, an independent investment advisory firm. Strive Financial does not offer tax or legal advice. This is intended for informational purposes only and shall not be construed as individual investment advice. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed, and Strive Financial ma
02/23/2026
Tax season tip: Don’t forget these investment account forms 👇
📄 Brokerage Account – You’ll receive a Form 1099 reporting dividends, interest, and capital gains.
📄 IRA Distribution (including Roth conversions) – You’ll receive a Form 1099-R. Yes, even Roth conversions generate a 1099-R.
🚫 Roth IRA Contribution – No tax form is required to file your return. (You may receive Form 5498 later for records, but it’s not needed to file.)
📑 Backdoor Roth Strategy – If you make a nondeductible IRA contribution, you must file Form 8606 to track basis and report the conversion properly.
👨🚒 Pay stubs - Check out my most recent blogpost to understand how to verify you receive the proper No Tax on OT deduction.
Missing one of these can mean overpaying taxes — or underpaying and getting an IRS letter later. Feel free to reach out if you’d like to get connected with a tax advisor who is proactive with planning points like these!
Finance Blog Exclusively for Firefighters by Chris Bauchle, CFP® — Firefighter Financial Advisor Learn how to stay in control of your hard earned assets and avoid costly financial mistakes in this finance blog by Chris Bauchle the Firefighter Financial Advisor.
02/20/2026
Matt is a former DoD firefighter and an absolute SME at tax planning for federal firefighters, especially when it comes to calculating the No Tax on Overtime deduction for 2025 (that many will miss out on if they’re not paying attention)!
Check out our YouTube video showing how to identify “in-tour OT” on a paystub - a similar principle applies to firefighters working a 24/48 schedule without a Kelly Day who have FLSA required OT as part of their normal schedule.
*income limits and other limitations apply, so be sure to consult with your advisor to ensure you receive the proper tax deduction
02/10/2026
Wrapping up another full day of 1-on-1 financial consulting with Cobb County (GA) firefighters. Tons of great conversations around pensions, 457s, and building real-world plans that actually fit the job. Back at it tomorrow!
Get more info on this health & wellness benefit for your fire department or union here: https://www.firefighterfinancialadvisor.com/group-training
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Indianapolis, IN
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