Planning for retirement can be overwhelming, especially when dealing with legal changes. But fear not. In this riveting episode, Ed Zurndorfer and Dan Sipe delve into the SECURE Act 2.0 and its impact on Roth TSP participants.
FedLife Podcast (Ep. 91): Mastering Retirement Planning: Understanding the SECURE Act 2.0 and the Future of Roth TSP
Summary: Planning for retirement can be overwhelming, especially when dealing with legal changes. But fear not. In this riveting episode, Ed Zurndorfer and Dan Sipe delve into the SECURE Act 2.0 and its impact on Roth TSP participants. They explore the elimination of required minimum distributions (RMDs) for Roth IRAs and the unique challenges it poses for those with combined traditional and Roth TSP accounts. Get ready to navigate the benefits of rolling over Roth TSP accounts to Roth IRAs and gain a deep understanding of the reasoning behind the elimination of RMDs for Roth retirement plans.
Ed and Dan discuss:
- The SECURE Act 2.0 and the elimination of RMDs on Roth retirement plans –
- How TSP participants can choose to roll over their Roth TSP account to a Roth IRA tax-free account
- Why you should consider enrolling in Medicare Part B and its benefits
- The role of taxes and its liabilities
- And more!
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“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: http://raymondjames.com/smicd.htm.
