Dan and Katelyn discuss ESG investing, highlighting its benefits and offering key steps to consider for those interested in incorporating it into their portfolio. They then explore RMD withdrawal strategies, focusing on how to leverage tools like QCDs and Roth conversions.
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The Fed15 Podcast: The Fed15 Podcast: ESG Investing & RMD Withdrawal Strategies
Katelyn discusses ESG (Environmental, Social, and Governance) investing, starting with the appeal of sustainable investing. She then explores the benefits of this investment approach, highlighting ESG options available to federal employees, including the TSP mutual fund window and associated fees. Beyond the TSP, she covers the flexibility of incorporating ESG mutual funds within IRAs. Finally, she provides actionable steps and key considerations for building a green portfolio.
Dan covers withdrawal strategies for RMDs, emphasizing the benefits of timing these withdrawals strategically and utilizing QCDs. He also discusses the advantages of Roth conversions. Dan provides updates on recent tax laws, highlighting the benefits of converting before expiry date, and covers the Secure Act 2.0. Finally, he stresses the importance of reviewing your TSP contributions and leveraging catch-up contributions for those who qualify.
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