Roth conversions can be an excellent tax planning tool, but they aren’t for everyone. While…
Tag: TSP
For FERS federal employees, converting your Thrift Savings Plan (TSP) to a Roth IRA can…
In this video, Jose Armenta, CFP®, reviews how to reduce your taxes in retirement and…
In this video, Jose Armenta, CFP®, reviews the impact different types of income can have…
In this video, Jose Armenta, CFP®, discusses the difference an optimal withdrawal strategy can have…
How Should I Withdraw From My TSP in Retirement? As a federal employee nearing retirement,…
In this video, Jose Armenta, CFP®, reviews the 3 Steps of transferring the TSP to…
In this video, Jose Armenta, CFP®, reviews 3 FERS pension and TSP mistakes that federal…
In this video, I discuss how FERS federal employees can quickly estimate how much they’ll…
As federal employees prepare to retire, they face a critical decision; what should they do…