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A new TSP option brings opportunity and tax risk. Smart conversions require careful planning
Manage episode 512339026 series 1532803
Starting in January 2026, TSP participants will be able to convert traditional funds to Roth accounts within the plan. It’s a powerful new option that could boost long-term returns...but it also comes with immediate tax consequences and requires careful planning. Certified financial planner Art Stein is here to walk us through the pros and cons.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
1964 episodes
Manage episode 512339026 series 1532803
Starting in January 2026, TSP participants will be able to convert traditional funds to Roth accounts within the plan. It’s a powerful new option that could boost long-term returns...but it also comes with immediate tax consequences and requires careful planning. Certified financial planner Art Stein is here to walk us through the pros and cons.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
1964 episodes
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