In episode 173 of The Federal Retirement Show, Val breaks down one of the most powerful — and often misunderstood — strategies in retirement planning: the Roth conversion. Starting with the basics, Val explains exactly what a Roth conversion is and how it works, especially when moving funds from your TSP into a Roth account. From there, Val walks you through the step-by-step TSP to Roth conversion process, highlighting key considerations federal employees need to keep in mind!
Have questions about retirement planning or other financial topics? Connect with Val and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge.
👉 Visit https://federalretirementshow.com/podcasts/ for full episodes and be sure to subscribe to the Federal Retirement Show YouTube channel!
Have questions about retirement planning or other financial topics? Connect with Val and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge.
If you find this video helpful, don’t forget to give it a thumbs up 👍 and subscribe to our channel! Hit that notification bell 🔔 so you never miss an update! Got any questions or thoughts? Drop a comment below – we’d love to hear from you!
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1:30 – What is a Roth conversion?
5:00 – TSP to Roth conversion process
8:30 – Positive results
11:00 – Tax brackets
13:20 – Backdoor Roth accounts
16:00 – When do you owe RMDs?
#federalemployees #retirementplanning #federalretirement #rothconversions #TSP #RMDs #podcasts
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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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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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