Four Times You Should Avoid the Roth TSP (Federal Employees)
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Four Times You Should Avoid the Roth TSP (Federal Employees)
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À propos de cet audio
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.
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