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Roth vs. Traditional IRA and Roth TSP vs. Pre-tax TSP and a Perspective on RMDs

Roth vs. Traditional IRA and Roth TSP vs. Pre-tax TSP and a Perspective on RMDs

FromFor Your Benefit


Roth vs. Traditional IRA and Roth TSP vs. Pre-tax TSP and a Perspective on RMDs

FromFor Your Benefit

ratings:
Length:
43 minutes
Released:
Aug 7, 2023
Format:
Podcast episode

Description

August 7, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes John Jilek, CFP®.

The Basics: Roth IRA vs. Traditional IRA

The Advanced: Roth TSP vs. Pre-Tax TSP

Tax law changes that will affect your decisions

The decision to not have some tax-free Roth money available in retirement could be a significant issue in your spending years

Impact of the SECURE Act and SECURE Act 2.0 on beneficiaries of retirement accounts

For questions or comments, email us in advance at ForYourBenefit@nitpinc.com
Released:
Aug 7, 2023
Format:
Podcast episode

Titles in the series (28)

Host Bob Leins and presenters from NITP, Inc., the national leader in Federal retirement planning seminars, present topics of interest to the Federal community including Federal benefits, Social Security, financial planning, TSP and estate planning.