• Episode 83: Thrift Savings Plan Options: Super-Catch Up and Roth Conversions

  • 2025/01/20
  • 再生時間： 43 分
  • ポッドキャスト

Episode 83: Thrift Savings Plan Options: Super-Catch Up and Roth Conversions

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  • サマリー

  • How will upcoming changes to the Thrift Savings Plan (TSP) impact your retirement strategy? In this episode, John, Tommy, and Ben explore the evolving landscape of TSP, focusing on new contribution limits and, coming in 2026, in-plan Roth conversions. They emphasize the importance of a collaborative approach to financial planning, avoiding groupthink, and tailoring strategies to each client’s unique needs.

    Access the full show notes at Mason & Associates, LLC

    Resources Mentioned:

    • Tommy Blackburn: LinkedIn
    • John Mason: LinkedIn
    • Ben Raikes: Website
    • Dave Ramsey
    • Thrift Savings Plan (TSP)
    • Michael Kitces
    続きを読む 一部表示

あらすじ・解説

How will upcoming changes to the Thrift Savings Plan (TSP) impact your retirement strategy? In this episode, John, Tommy, and Ben explore the evolving landscape of TSP, focusing on new contribution limits and, coming in 2026, in-plan Roth conversions. They emphasize the importance of a collaborative approach to financial planning, avoiding groupthink, and tailoring strategies to each client’s unique needs.

Access the full show notes at Mason & Associates, LLC

Resources Mentioned:

  • Tommy Blackburn: LinkedIn
  • John Mason: LinkedIn
  • Ben Raikes: Website
  • Dave Ramsey
  • Thrift Savings Plan (TSP)
  • Michael Kitces
続きを読む 一部表示
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