Civilian federal employees and uniformed service members will soon be able to convert their pre-tax Thrift Savings Plan ...
A new rule for the federal government’s retirement plan will allow enrolled workers and retirees to convert funds to Roth accounts.
Before rushing to a Roth conversion, here are several important realities federal employees should understand.
Business Intelligence | From W.D. Strategies on MSN

The Roth conversion mistake that could cost you in 2026

You've probably heard about Roth conversions. Maybe your financial advisor has mentioned them, or perhaps you've seen them ...
There is no legal or regulatory age restriction on Roth conversions, so it's not too late in that sense. Generally speaking, ...
Starting January 1, 2026, Federal employees and retirees will be able to convert money from their traditional Thrift Savings Plan accounts to a Roth TSP account. Federal employees can make their ...
A Roth in-plan conversion lets you take a distribution that is rollover-eligible from your 401(k) plan and roll it over to a Roth account in the same plan. The Roth in-plan conversion can be a ...
Beginning in 2010, individuals are allowed to convert or roll over certain distributions from retirement plans and IRAs to Roth IRAs regardless of their modified adjusted gross income. Complex rules ...
As investors strive to optimize their retirement savings and minimize tax burdens, understanding how Roth conversions benefit them becomes more important. Roth conversions have great significance when ...
EDITOR’S NOTE: Over the next three months, Donna Skeels Cygan will look at the pros and cons of Roth conversions. Roth IRAs and Roth conversions offer many benefits for investors. But they are not for ...