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Tackling the Tax Train

Exploring the Roth conversion strategy to drastically reduce your tax obligation in retirement

  • ISSUE: Taxes have been deferred for many years, but will be payable in retirement
  • EFFECT: Higher taxable income in retirement affects other benefits like Medicare
  • CONCEPT: Create a strategy to begin to make your TSP account tax-free in retirement
  • COMPLEXITY: What to watch out for to ensure you implement this strategy correctly

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Thursday, March 21, 2024

at 1pm Central

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