Long awaited changes to withdrawal policies for TSP will allow more flexible options thanks to the TSP Modernization Act signed into law November 2017. This law allows a two-year window for the TSP to implement the changes, which must be completed by November 2019. The changes require massive revisions to TSP recordkeeping, forms, publications, TSP […]
There is a lot of excitement about the coming changes to the TSP withdrawal options. Please join us for a review of what the changes are, what they mean to you and common questions TSP participants have. There will be plenty of time during this call for Q & A. Tue, Jun 26, 2018 12:00 […]
Do you think you understand all the rules that govern your Roth IRA? Not so fast! There are many misconceptions as to how these complicated accounts work. Here are 5 Roth IRA facts that might surprise you: 1. You are never too old to contribute. If you have earned income and your modified adjusted gross income […]
Before you start your Spring cleaning make sure you have a plan so you will know how to proceed. Learn how to identify your comfort level with risk so that your investment allocations align with your comfort level. Learn about proactive strategies you can do today to reduce your tax bill in the future. We […]
Congress has just upended 30+ years of the tax code – what does it all mean for you and your family? More importantly, how can you protect your hard-earned savings? As a member of the Ed Slott’s Elite IRA Advisor Group, we are excited for his newest public television special, Retire Safe and Secure! with Ed […]