Thrift Savings Plan

TSP 401: Advanced Topics

Name: TSP 401: Advanced Topics
Description: The advanced TSP session on turning your balance into retirement income: withdrawal sequencing and the tax it drives, Roth conversions and the five-year rule, coordinating withdrawals with your pension and Social Security, required minimum distributions, and how Medicare IRMAA can be triggered by your income from two years earlier, all in plain English.

Presented by Ann Werts, Federal Benefits Specialist

Full replay

The advanced TSP session on turning your balance into retirement income: withdrawal sequencing and the tax it drives, Roth conversions and the five-year rule, coordinating withdrawals with your pension and Social Security, required minimum distributions, and how Medicare IRMAA can be triggered by your income from two years earlier, all in plain English.

Want the next topic live, with Q&A?

Our next live webinar is Retirement Application Process on Thursday, October 1, with time for your questions at the end.