The SECURE Act and What It Means to You
A new law that went into effect this year makes significant changes to retirement planning strategies.
Roth
Navigate the complexities of Roth accounts within the federal retirement system. This section provides expert insights into the Roth TSP, Roth IRA conversions, and tax-planning strategies tailored for the federal workforce. Learn how to leverage tax-free growth to hedge against future tax hikes, understand the nuances of TSP to Roth IRA transfers, and determine if a Roth conversion makes sense for your FERS or CSRS retirement strategy. Stay updated on contribution limits and the five-year rule to ensure your retirement income remains tax-efficient.
What the Coronavirus Means for Your Money
It can be frightening to watch the stock market drop quickly, but the author says it also presents some financial opportunities.
The Social Security Double Tax Bomb
As the author explains, federal employees who think their taxes will be lower in retirement could be in for an unpleasant surprise.
The Roth TSP and Other Forms of ‘Tax Insurance’
The author says taxes could rise in the future, making traditional tax planning strategies less effective.
The SECURE Act of 2019 Means Big Changes to Retirement Accounts
The SECURE Act is a new law that has significant implications for retirement savings. Here are some key points to know about the new law.
6 Key Retirement Changes of the SECURE Act
The SECURE Act recently became law and affects key components of retirement savings. Here are six important changes the law makes.
2020 TSP Contribution Limits Announced
The IRS has announced the 2020 contribution limits for the TSP and IRAs.
Don’t Wait Until Age 70 to Access Your TSP
Should you wait to take withdrawals from your TSP account? The author looks at why you may not want to.
Roth Conversions Not Coming to TSP
The FRTIB issued a final rule in which it responded to questions and suggestions from individuals about upcoming changes to the TSP.
To Roth or Not to Roth?
What’s better for retirement savings: Roth or traditional? The author discusses some important considerations.
