Maximizing Roth Gains in Retirement

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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

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FEHB Disability Pension & MRA

”I receive a FERS disability pension, with less than 10 years service. My minimum retirement age by year of birth is 57, but I only have 8.5 years of service,

When is The Best Time to Take Social Security

“should I delay my social security and let my wife draw it until my FRA? I planned on drawing at 62 anyways. I am retired navy and invest in TSP, also disabled. I

What Happens to a Surviving Spouse

“What happens to a surviving spouse if an employee dies while working, but that employee was also in the process of buying back military time? My husband has 16 years

How not to get permanently stuck with Minimum Required Distributions

“If I retire after age 62, and supplement my monthly FERS pension by making small withdrawals from my Traditional TSP (assume $2,000/ month), would IRS rules determine that I was

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.

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