Roth Re-Characterization Deadline Fast Approaching
Have you re-characterized a Roth IRA? This October has an important deadline for taxpayers using this technique.
IRA
The Time is Now for Roth Conversions
Should you convert your TSP to a Roth TSP or Roth IRA? The author discusses some important considerations.
Determining Taxes on Roth IRA and Roth TSP Distributions
Taking IRA and TSP distributions tax free can reap big savings, and with the recent tax law changes, savings opportunities may be even better.
It’s Not Too Late to Contribute to an IRA for 2017
If you haven’t made a contribution to an IRA for the 2017 tax year, there is still time.
5 Spring Cleaning Tips for Your Financial House
What is your plan for retirement? The author lists some tips to help you make sure you are on the right track.
Should I Still Roll Over My TSP to an IRA After Passage of the TSP Modernization Act?
Does passage of the TSP Modernization Act change whether a person should roll his or her TSP account over to an IRA after leaving federal service? One financial advisor offers his advice.
Happy 20th Anniversary Roth IRA!
2018 marks the 20th anniversary of the Roth IRA. Here is some information about how it can help you prepare for your retirement.
Proposed Amendment Would Eliminate Current TSP Catch Up Contributions
A proposed amendment to the Senate’s tax reform bill would eliminate current retirement savings catch-up contributions.
Your TSP Contribution Limit Will be Higher in 2018
The IRS has announced the annual contribution limit to the TSP for 2018.
When Does It Make Sense to Get Help With Retirement Planning and Investments?
When does it make sense to work with a financial planner for retirement? The author provides some considerations on when you may or may not want to use one.
