Four Times You Should Avoid the Roth TSP (Federal Employees) copertina

Four Times You Should Avoid the Roth TSP (Federal Employees)

Four Times You Should Avoid the Roth TSP (Federal Employees)

Ascolta gratuitamente

Vedi i dettagli del titolo

3 mesi a soli 0,99 €/mese

Dopo 3 mesi, 9,99 €/mese. Si applicano termini e condizioni.

A proposito di questo titolo

The Roth TSP is powerful, but it’s not always the right move.

In this episode, Andrew McNair explains four times federal employees should seriously reconsider contributing to a Roth TSP, even though he personally loves Roth strategies.

Covered in this episode:
  • High-income years and why Roth can backfire

  • Charitable giving and Qualified Charitable Distributions (QCDs)

  • Peak earning years before retirement

  • Marriage, widowhood, and filing-status tax traps

  • How Roth vs. Traditional affects Medicare premiums and legacy planning


If you’re a FERS or CSRS employee, this conversation will help you avoid common tax mistakes and make smarter TSP decisions based on your situation—not generic advice.

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.
Ancora nessuna recensione