Ed and Dan cover important retirement deadlines for 2024, including RMDs for TSP and IRA owners, and the benefits of Qualified Charitable Distributions (QCDs). They also discuss Roth IRA conversions before tax cuts expire in 2025 and rules for IRA beneficiary RMDs.
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The FedLife Podcast: 2024 TSP & IRA Planning – Key Deadlines and Strategies
Review key 2024 retirement deadlines for TSP and IRA participants, including RMDs, QCDs, and Roth IRA conversions.
Featured in this episode:
- What is the Required Beginning Date (RBD)?
- Who needs to take an RMD this year?
- Key Rules for Traditional IRA Beneficiary RMDs in 2024
- How Qualified Charitable Distributions (QCDs) Can Help Meet Your RMD
- Benefits of Roth IRA Conversions
Source Article:
With Less Than Three Months Remaining in 2024, Now is the Time for TSP and IRA Planning
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