Reasons NOT to Do Roth Conversions
These are 8 scenarios when it might not make sense to do Roth conversions.
Author: Mel Stubbs
9 Ugly Truths About Retirement
These are 9 things that should not be ignored if you want to have a successful retirement.
Can You Have Too Much in the Wrong Accounts?
There are three primary types of investment accounts, and different strategies are needed for each to minimize taxes.
The Basics of Estate Planning
Do you understand the basic components and guidelines of proper estate planning?
Taxes on Social Security: What You Need to Know
Will your Social Security benefits be taxed and what implications are there for federal employees and retirees?
15 Questions Federal Employees Should Ask Before Retiring
These are some important questions federal employees must address prior to retirement.
Should You Do Roth Conversions Before or After Retirement?
When is the best time for federal employees to do Roth conversions? These are some considerations.
Is it Too Late to Start the Roth TSP?
For federal employees who are closer to their planned retirement ages, is it too late to to start the Roth TSP?
4 Questions to Resolve Before Federal Retirement
These are four important questions federal employees should consider before retirement.
The Two Enemies of Retirement
These two things will put a dent in federal retirees’ finances if not addressed.
