COMPLIMENTARY WEBINAR FOR HAWAI'I FEDERAL EMPLOYEES
Understanding the New Roth Conversion Options in the TSP
Secure your spot for our free webinar.
Presented by Federal Benefits Made Simple & Powered by E.A. Buck
About This Webinar
Federal employees often do an excellent job saving for retirement through the Thrift Savings Plan (TSP). What's less clear is how those savings may be taxed once retirement income begins.
Recent updates now provide new Roth conversion options inside the TSP, in addition to the long-standing ability to convert to a Roth IRA outside the TSP.
In this webinar, we'll explain how Roth conversions work for federal employees, the key differences between available options, and the planning considerations that may help you better understand how these strategies fit into your overall retirement plan.
Who This Is For
This webinar is designed for federal employees and retirees who are within 10 years of retirement — or already retired.
If you have built savings in the Thrift Savings Plan (TSP) and want to better understand how those savings may be taxed in retirement, this session will help explain new Roth conversion options and key planning considerations.
Why Attend
Many federal employees spend years preparing to retire but far less time preparing for what comes next. This webinar focuses on the retirement transition itself and the real world issues retirees often face once work ends.
Event Details
Webinar Replay
Wednesday, March 15th
12:00 PM HST
Webinar Replay
Wednesday, March 15th
6:30 PM HST
Who We Are
Federal Benefits Made Simple (FBMS) helps federal employees better understand their retirement benefits, including the TSP and retirement income planning considerations. Through its partnership with E.A. Buck Financial Services, attendees can connect with Michael Sato, Private Wealth Manager, and work directly with a local advisor to discuss how these concepts relate to their specific federal benefits situation.
Presented by Federal Benefits Made Simple & Powered by E.A. Buck
Our firm does not offer legal or tax advice. Consult your legal or tax advisor regarding your situation. A Roth IRA conversion is a taxable event. Federal Benefits Made Simple, an E.A. Buck Company (FBMS), is an independent financial services firm helping individuals create retirement strategies using a variety of insurance and investment products to custom suit their needs and objectives. Insurance products are offered through the insurance businesses FBMS and E.A. Buck Financial Services. FBMS is an Investment Advisory practice that offers products and services through Buck Wealth Strategies (BWS), a Registered Investment Advisor. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. FBMS is not affiliated with or endorsed by the US government or any governmental agency. MAS is not affiliated with FBMS, E.A. Buck Financial Services, or BWS. FBMS, E.A. Buck Financial Services, and BWS are affiliated by common ownership. In California, we are known only as E.A. Buck Insurance in all solicitations of insurance.