Roth IRA

Topics

Roth Conversions and Taxes

“I’m just about 65 and make about 125K a year working for the federal government. I plan to retire in five years when I’m 70.

TSP Beneficiary is a Trust

“If my TSP beneficiary is currently my Trust, then upon my death, will that transfer be made by a one time full payment -20% for

Are you confused about Roth TSP rules?

“Hi, I have a question regarding Roth TSP which I have not gotten a clear answer on. I will be 54 this year. I plan

Steps to move from TSP to IRA to Roth IRA

“I am considering transferring/$10,000 from my TSP to my Roth account in Fidelity. Your presentation mentioned TSP to IRA to Roth. What’s the correct steps

Do Roth Contributions affect my Traditional TSP?

“If I choose to contribute to the ROTH Component of the TSP, how much can I contribute? Will ROTH TSP Contributions effect my Traditional TSP

“Where do I go to obtain the precise rules about ROTH IRA’s as they pertain to me? I am 55 and working as a Federal Employee and already contribute to the TSP ROTH and a ROTH IRA. I would like to know how the rules change at 59 1/2 with contributions.” – Kim

We have had a tremendous amount of questions from Federal Employees about participating in ROTHs, whether it be in the TSP or the private sector

“Can you have a Roth TSP and a Roth IRA?”

The Thrift Savings Plan (TSP) was created under the Federal Employee’s Retirement System Act of 1986 for federal employees and members of the uniformed services.

“As a Federal Employee, how much money can I put into my ROTH?”

Without a doubt since its inception in 1997, the ROTH retirement account has gained tremendous popularity. Named after the Delaware Senator, William Roth, under

New Book on CSRS Voluntary Contributions Program

The Best Kept Secret in CSRS eBook Only $7.97 Available for Instant Download CSRS and CSRS Offset Federal Employees have a unique benefit called the

CSRS VCP to Roth IRA

CSRS Voluntary Contributions Transfer to a Roth IRA While the CSRS VCP program was originally designed to allow CSRS to put more money in and

3 Critical Concepts that Most Federal Employees Miss When Planning Their Retirement

Year after year I see Federal Employees missing the same critical concepts in their federal retirement planning. That’s why I’ve created an online workshop to help educate Federal Employees on these critical concepts.

If you are a Financial Advisor looking to work with Federal Employees,
we are always looking for Advisors that want to deliver massive value to clients.

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