Chris Kowalik explains why, when, and how to use this Thrift Savings Plan investment strategy more…
Optimizing Your TSP
Chris Kowalik highlights the important changes to the Thrift Savings Plan and how to leverage them to your advantage more…
Getting Your ‘Docs’ in a Row
Chris Kowalik offer tips on how to get yourself organized before leaving federal service more…
Why Transferring Traditional TSP to a Roth IRA Makes Sense for Many Federal Employees
Many federal employees could be in a higher marginal tax bracket by the time they withdraw their traditional TSP and traditional IRA accounts. Ed Zurndorfer gives insight on why transferring a traditional Thrift Savings Plan to a Traditional IRA — and then converting to a Roth IRA — may be beneficial. Practical examples and suggested steps are provided more…
5 Mistakes to Avoid When Making TSP Required Minimum Distributions
Knowing the required minimum distribution (RMD) rules is extremely important because of the severe IRS penalties — plus the missed planning opportunities. Ed Zurndorfer discusses common mistakes to avoid. more…