Maximizing Roth Gains in Retirement

Learning Resources

Home » Pension Payments » Planning & Applying » Maximizing Roth Gains in Retirement

I absolutely loved the episode on what you cannot do in the TSP. Naturally, it brought up other questions in my mind. Before I got smart in 2019 and started funneling all of my TSP contributions to Roth, I had designated contributions into Traditional TSP. What is a good strategy when I start withdrawing? Ideally, I’d like to withdraw traditional contributions first, then Roth contributions at a later time (so the Roth balance can continue to grow tax-free). But I don’t believe I will have that option when I start withdrawing. What can I do? – Charlie

Leave a Reply Cancel reply

#99 Bonus Pod – Answering Question

Listen to the Full Episode: Join us for our bonus podcast, where we address the questions we received from federal employees before our latest YouTube Live Session. Our financial specialists,

#95 Retire Happy: Essential Steps to a Successful Federal Retirement

Listen to the Full Episode: What are the essential steps to a successful federal retirement? Join our experts, Micah and Tammy, in today’s episode as they go through the essential

Follow Up Friday – COLA vs. Pay Increase

Answering listener questions on COLA, employee pay raises, and more. Listen to the Full Episode: Enjoy the show? Use the Links Below to Subscribe:

Ep #34: COLA vs. Pay Increase

Many people are under the wrong impression when it comes to retirement, COLA, and pay increases. Once the numbers are run, things are rarely as rosy as they may have

Retirement Tools

Get Help

Advisory services offered through Shilanski & Associates, Inc., an Investment Adviser doing business as “Plan Your Federal Retirement”. Plan Your Federal Retirement is not employed by the United States Federal Government and does not represent the United States Federal Government. All content on this site if for information purposes only. This website is not personalized investment advice. Securities investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. Please review our Customer Relationship Summary (Form ADV Part 3) for important information about our services and fees.

Opinions expressed herein are solely those of Shilanski & Associates, Incorporated, unless otherwise specifically cited. Material presented is believed to be from reliable sources, and no representations are made by our firm as to other parties, informational accuracy, or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.

Content provided herein is for informational purposes only and should not be used or construed as investment advice or recommendation regarding the purchase or sale of any security. There is no guarantee that any forward-looking statements or opinions provided will prove to be correct. Securities investing involves risk, including the potential loss of principle. There is no assurance that any investment plan or strategy will be successful.

Pension Payments

Online Classes

In-Person Classes