Thrift Savings Plan participants and spousal beneficiaries can shift money from traditional, pre-tax TSP balances to Roth accounts without leaving the plan, starting in January 2026. Starting in late ...
Business Intelligence | From W.D. Strategies on MSN

The Roth conversion mistake that could cost you in 2026

You've probably heard about Roth conversions. Maybe your financial advisor has mentioned them, or perhaps you've seen them touted as a smart tax strategy. Either way, 2026 is shaping up to be a year ...
Civilian federal employees and uniformed service members will soon be able to convert their pre-tax Thrift Savings Plan balances to Roth accounts without leaving the plan. The Federal Retirement ...
Learn about federal agency automatic contributions to Thrift Savings Plans, offering 1% of pay, and how they impact your retirement savings and financial future.
We in the financial planning world love our acronyms: 401k, IRA, TSP, RMD, S&P500 and many more. You likely have an alphabet soup in your investment portfolio. Let's do some de-coding. Essentially, ...
Roth IRAs have been around for more than 20 years, and many people may have forgotten or never learned about how valuable they can be. Even small contributions over time can translate into a ...