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Episode 11: Awnee's Dilemma - Traditional TSP or IRA, Then Roth Conversion - Whats the Best Move
Published 1 year, 4 months ago
Description
In this episode, Awnee asks whether she should move her Traditional Thrift Savings Plan (TSP) into an IRA and then convert it to a Roth. We break down the pros and cons of this strategy, including tax implications, the timing of the conversion, and what to consider before making the switch. Plus, we dive into the next big question: How should Awnee invest the money in her new Roth account? Whether you're considering a similar move or want to learn more about optimizing your retirement savings, this episode is packed with practical tips and investment strategies. Set-up your free 15-minute phone consultation at TuckerRetirement.com.