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Roth Conversions from a Thrift Savings Plan TSP? - 254

Roth Conversions from a Thrift Savings Plan TSP? - 254

FromYour Money, Your Wealth


Roth Conversions from a Thrift Savings Plan TSP? - 254

FromYour Money, Your Wealth

ratings:
Length:
50 minutes
Released:
Dec 31, 2019
Format:
Podcast episode

Description

The thrift savings plan (TSP) explained, and the rules around Roth conversions from TSPs. Plus, Joe and Big Al answer your questions about, what else, Roth conversions and contributions: age limits on making conversions, backdoor Roth conversions, Roth contribution phase-outs and recharacterizations, and the pro-rata rules. Plus, Joe explains, again, his distaste for fixed index annuities, and we find out why Big Al is called “Big”. Ask money questions, read the transcript & access free financial resources: http://bit.ly/YMYW-254
Released:
Dec 31, 2019
Format:
Podcast episode

Titles in the series (100)

“Best Retirement Podcast With Humor 2022” (FIPhysician). Learn strategies that can help you retire successfully on this funny personal finance podcast. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer questions about your 401k, IRA, Roth conversions and backdoor Roth IRA, how to pay less taxes, asset allocation, stocks and bonds, real estate, and other investments, Social Security benefits, capital gains tax, 1031 exchange, early retirement, and more money and wealth management strategies. YMYW is retirement planning, investing, and tax reduction made fun, presented by Pure Financial Advisors - a fee-only fiduciary. Access free financial resources, Ask Joe & Big Al On Air to get your Retirement Plan Spitball Analysis, and read episode transcripts: http://YourMoneyYourWealth.com