💡 When Roth TSP Withdrawals Can Be Tax-Free 💡
Автор: FedSmart Podcast
Загружено: 2026-01-12
Просмотров: 34
Описание:
Jesse Black and Steven Puckett explain one of the most important rules federal employees need to understand about Roth money inside the TSP. While Roth accounts are often described as “tax-free,” that benefit only applies when very specific conditions are met.
In this episode, Jesse and Steven walk through the two key requirements that determine whether Roth withdrawals are truly tax-free, including both contributions and earnings. This is especially important now that in-plan Roth conversion options are available inside the TSP and more federal employees are considering moving money into Roth.
Understanding these rules ahead of time can help avoid surprises later in retirement.
In this podcast, you’ll learn:
• The two requirements needed for Roth TSP withdrawals to be tax-free
• How the five-year rule applies to Roth balances
• Why age and timing matter when planning Roth strategies
▶️ Watch the full conversation here:
• Episode 33 - Big TSP Changes Coming 2026!
📘 Bonus: Continue learning through the zero cost FederalRetirementCourse.com and deepen your understanding of Roth vs traditional TSP rules.
#FedSmart #FederalRetirement #JesseBlack #StevenPuckett #TSP #FederalBenefits #FERS
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