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A new TSP option brings opportunity and tax risk. Smart conversions require careful planning

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Manage episode 512339026 series 1532803
Content provided by Federal News Network | Hubbard Radio. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Federal News Network | Hubbard Radio or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

  continue reading

1964 episodes

Artwork
iconShare
 
Manage episode 512339026 series 1532803
Content provided by Federal News Network | Hubbard Radio. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Federal News Network | Hubbard Radio or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

  continue reading

1964 episodes

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