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Tackling the Tax Train with the TSP Roth Conversion Strategy

March 27, 2024 Chris Kowalik

Exploring the Roth conversion strategy for the Thrift Savings Plan (TSP) to drastically reduce your tax obligation in retirement

ISSUE: Taxes have been deferred for many years, but will be payable in retirement
EFFECT: Higher taxable income in retirement affects other benefits like Medicare
CONCEPT: Create a strategy to begin to make your TSP account tax-free in retirement
COMPLEXITY: What to watch out for to ensure you implement this strategy correctly

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About Chris Kowalik

Chris Kowalik is a federal retirement expert and frequent speaker to federal employee groups nationwide. In her highly-acclaimed FedImpact Workshops, the FedImpact Podcast, and the FedImpact Webinars, she empowers employees to make confident decisions as they plan for the days when they no longer have to work. Chris’ candid and straightforward nature allows employees to get the answers they need and understand the impact these decisions have on their retirement.
DISCLAIMER: The information presented on MyFederalRetirement.com is provided for general information purposes. The information has been obtained from sources considered to be reliable. The information is offered with the understanding that the publisher is not engaged in rendering legal, accounting or other professional services. If legal advice or other expert assistance is required, the services of a competent professional should be sought. For more information, please read our Terms of Service.
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