In this informative episode, Ed Zurndorfer shares step-by-step guidance for individuals aged 59.5 or older looking to transfer their TSP account into a Roth IRA account.
Thinking about transferring your traditional Thrift Savings Plan (TSP) to a Roth IRA but worried about the tax consequences?
You’re not alone – many federal employees face this dilemma.
In this informative episode, Ed Zurndorfer shares step-by-step guidance for individuals aged 59.5 or older looking to transfer their TSP account into a Roth IRA account.
From outlining the different types of eligible distributions and payments to discussing IRS rules for direct rollovers, Ed provides tangible strategies to best prepare for any income tax consequences resulting from the transfer.
Ed discusses:
“Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lee, Sipe & Associates, Inc. is not a registered broker/dealer and is independent of Raymond James. Content represents the opinions of the speaker and not necessarily those of Raymond James. Important Disclosure Information: https://raymondjames.com/smicd.htm.
The FedLife Podcast is your in-depth, biweekly deep dive into the world of federal benefits and retirement planning. Hosted by federal benefits expert Ed Zurndorfer and Dan Sipe of Serving Those Who Serve, each 30-minute episode unpacks the complexities of FERS and CSRS retirement, FEHB and Medicare, survivor benefits, tax planning, and more. Designed for federal employees and retirees who want more than just the basics, FedLife goes beyond the headlines to explore the rules, nuances, and strategies that can make a meaningful difference in your retirement. Remember: it’s your Fed life, make it a great one.
The Fed15 Podcast is your weekly 15(ish)-minute briefing on federal benefits and financial planning, built specifically for federal employees and retirees. Hosted by Dan Sipe and Katelyn Murray of Serving Those Who Serve, each episode delivers clear, actionable guidance on topics like FERS and CSRS retirement, TSP strategies, FEHB, survivor benefits, tax planning, and more! Whether you’re five years from retirement or already there, The Fed15 helps you cut through the noise, avoid costly mistakes, and make confident decisions about your federal benefits.
