4 Times You Should Not Use the Roth TSP
Автор: SWAN Capital
Загружено: 2025-11-01
Просмотров: 624
Описание:
The Roth TSP is one of the best tools for federal employees — but even great tools can be used at the wrong time.
In this episode of Federal Retirement Benefit Breakdown, Andrew McNair, founder of SWAN Capital, explains 4 times you should think twice before contributing to the Roth TSP.
💡 You’ll Learn:
1️⃣ When high income years can make the Roth TSP a tax trap
2️⃣ Why QCDs (Qualified Charitable Distributions) make Traditional TSP dollars more efficient
3️⃣ How your peak earning years and marital filing status affect Roth vs. Traditional decisions
4️⃣ How to balance tax brackets tactically with Roth conversions and contribution shifts
📊 Whether you’re planning to retire soon or just starting your federal career, these insights will help you:
✔ Avoid hidden tax surprises
✔ Coordinate TSP with your spouse’s retirement plan
✔ Keep more of your hard-earned savings
📅 Schedule your complimentary consultation today → https://calendly.com/swancapital_/noc...
📧 [email protected] | ☎️ 1-800-848-8768
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