FedLife Podcast | Ep. 166: Roth TSP In-Plan Conversions & the 5-Year Rule Explained
In this episode, Ed and Dan take a deeper look at the tax consequences of Roth TSP in-plan conversions beginning in 2026, with a focus on how the IRS “five-year…
FEDLIFE: Podcast for Federal Employees by Serving Those Who Serve
In this episode, Ed and Dan take a deeper look at the tax consequences of Roth TSP in-plan conversions beginning in 2026, with a focus on how the IRS “five-year…
In this episode, Ed and Dan explain recent changes to the State and Local Tax (SALT) deduction following the passage of the One Big Beautiful Bill Act of 2025. The…
In this episode, Ed and Dan explain what happens when federal employees contribute too much to their Thrift Savings Plan (TSP), especially if they also participated in another employer-sponsored retirement…
In this episode, Ed and Dan explain how the SECURE Act 2.0 affects the Thrift Savings Plan (TSP) for federal employees and retirees. From required minimum distribution (RMD) age changes…
In this episode, Ed and Dan explain the newest Thrift Savings Plan (TSP) option: Roth TSP in-plan conversions, starting January 28, 2026. Federal employees, retirees, and spouse beneficiaries can now…
In this episode, Dan and Ed explain the new Roth TSP in-plan conversion feature beginning January 28, 2026. They review how the process works, eligibility requirements, tax considerations, and important…
In this episode, Dan and Ed review key year-end tax planning considerations for federal employees and retirees, with a focus on Roth IRA conversions in light of recent tax law…
In this episode, Dan and Ed provide an overview of the Federal Flexible Spending Account (FSAFEDS) Health Care FSA (HCFSA) program for federal employees in 2026. They review enrollment rules,…
In this episode, Dan and Ed break down the key updates for the Federal Employees Health Benefits (FEHB) program, Postal Service Health Benefits (PSHB) program, Federal Employees Dental and Vision…
Join Dan and Ed as they break down the Medicare Open Enrollment (Annual Election) Period and what federal retirees need to know when choosing or changing coverage. This episode explains…