Posted on Friday, 19th September 2025 by Dennis Damp

Starting in January 2026, you can perform TSP Roth in-plan conversions to move money from your traditional TSP to a Roth TSP, paying taxes on the converted amount that year. Alternatively, you can transfer your traditional TSP funds to a Roth IRA, which is a taxable event. For Roth in-plan conversions, you must use personal […]

Tags: IRMAA, Medicare Part B Premiums, Medicare Part D Premiums, Medicare Premiums, Payment Methods, Taxable Event, TSP Roth Conversions
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• ANNUITIES / ELIGIBILITY
• BENEFITS / INSURANCE
• ESTATE PLANNING
• FINANCE / TIP
• RETIREMENT CONCERNS
• SOCIAL SECURITY / MEDICARE
• SURVIVOR INFORMATION

Posted on Thursday, 5th January 2023 by Dennis Damp

It’s the beginning of a new year and a good time for those planning their retirement to assess where they are financially, long before filing their retirement paperwork. Federal employees received a significant pay increase this year, 5.2% on average after factoring in locality pay. The 2024 pay charts are available for your review. COLA […]

Tags: 1099R, Medicare Part B Premiums, Social Security 1099 Rs, TSP, TSP 1099s
Posted in

• ANNUITIES / ELIGIBILITY
• BENEFITS / INSURANCE
• FINANCE / TIP
• RETIREMENT CONCERNS
• SOCIAL SECURITY / MEDICARE
• SURVIVOR INFORMATION