Can You Move Your IRA or 401(k) Into the TSP? A Federal Employee Guide
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Can You Move Your IRA or 401(k) Into the TSP? A Federal Employee Guide
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In this episode, Andrew McNair, founder of SWAN Capital and son of a CSRS employee, walks federal employees through exactly how TSP rollovers work without the jargon or guesswork.
You’ll learn:
- Which retirement accounts can be moved into the TSP
- Why Roth IRAs cannot be transferred
- How to complete a rollover without triggering taxes
- The pros and cons of consolidating into the TSP
- When an IRA may offer more flexibility than the TSP
Andrew also explains common mistakes he sees with multiple retirement accounts — including missed RMDs, outdated beneficiaries, and overlapping investments — and how consolidation can bring clarity heading into retirement.
This episode is designed to help FERS and CSRS employees simplify their financial “junk drawer” and make confident decisions about their retirement strategy.
Bottom line: Moving money into the TSP isn’t about right or wrong — it’s about aligning your accounts with your retirement income plan.
To receive a personalized Federal Benefits Report, schedule a complimentary visit today: https://calendly.com/swancapital_/nocostconsultation
If you’d like help reviewing your TSP allocation or creating a personalized federal retirement strategy, schedule your complimentary visit today: https://calendly.com/swancapital_/nocostconsultation
To receive a customized Federal Retirement Report, call 1-800-848-8768 or visit swan-capital.com.
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