@americanbenefitsexchange
From Episode 150 of the Federal Retirement Show – Val breaks down Roth conversions specifically for federal workers, including how they work, potential tax implications, and when they might make sense in your retirement strategy.
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0:20 – Roth IRAs
1:00 – Traditional Roth
2:45 – Consequences of doing a conversion
#federalemployees #retirementplanning #federalretirement #rothconversions #podcast
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Connect with Val:
American Benefits Exchange --- thinkabx.com
Federal Retirement Show --- federalretirementshow.com/podcasts
LinkedIn --- https://www.linkedin.com/company/american-benefits-exchange/
Phone --- (512) 582-6050
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About American Benefits Exchange:
American Benefits Exchange focuses on providing solid financial solutions to Federal, postal, and state employees as well as members of the United States Armed Forces and small businesses. American Benefits Exchange brings years of experience and knowledge to support these niche markets.
American Benefits Exchange, along with its provider companies, truly understands the needs of civil service employees. A portfolio of products is available to address important financial issues such as planning for retirement, FEGLI Option B replacement, Thrift Savings Plan Rollovers, and Pension Maximization.
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About American Benefits Exchange:
American Benefits Exchange focuses on providing solid financial solutions to Federal, postal, and state employees as well as members of the United States Armed Forces and small businesses. American Benefits Exchange brings years of experience and knowledge to support these niche markets.
American Benefits Exchange, along with its provider companies, truly understands the needs of civil service employees. A portfolio of products is available to address important financial issues such as planning for retirement, FEGLI Option B replacement, Thrift Savings Plan Rollovers, and Pension Maximization.
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The Federal Retirement Show - Hosted by Val Majewski
As Vice President of Sales and Marketing at American Benefits Exchange, LLC, Val Majewski specializes in educating and training federal employees on their benefits and retirement information. In his 10 years working exclusively with federal employees, his goal has been to make sure that each individual and family is in the best possible position moving forward. Prior to joining the team at American Benefits Exchange, Majewski played 11 seasons as a professional baseball player, reaching the Major League level with the Baltimore Orioles in 2004. He also played in the Houston Astros, Los Angeles Angels of Anaheim, Oakland Athletics and Texas Rangers organizations.
(512) 582-6050
E-mail: vmajewski@thinkabx.com
#TSP #RetirementPlanning #FinancialTips #Investing #ThriftSavingsPlan #PersonalFinance
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