Discover tax implications for delaying Required Minimum Distributions (RMDs) from your traditional TSP and IRA. Explore strategies to manage your tax liabilities effectively and take advantage of current tax benefits.


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Learn about the potential tax impacts of delaying RMDs from your TSP and IRA and strategies to possibly optimize your tax benefits.

Featured in this episode:

• Changes introduced by Secure Act 1.0 and 2.0

• How delaying RMDs can exacerbate tax issues.

• Benefits of Strategic Roth Conversions

• Effects of the Tax Cuts and Jobs Act

• RMD considerations for federal employees working past retirement age

• Advantages of Qualified Charitable Distributions (QCDs)

• Rules for Inherited IRAs

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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 

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Podcast for Federal Employees: COLAs for CSRS and FERS