5 things to know before moving TSP to Roth IRA скачать в хорошем качестве

5 things to know before moving TSP to Roth IRA

Thinking about moving your TSP to a Roth IRA? Before you make the switch, there are key tax implications, withdrawal rules, and investment considerations you must understand. In this video, we’ll break down 5 crucial things you need to know to avoid costly mistakes and make the most of your retirement savings. 📖 FIRE Investing Academy 📖 ➡️ https://www.firepsychat.com/fireinves... Join my private FIRE 🔥 Community to connect with me! 🙂 ➡️ https://firepsychat.com/community 👨‍🏫 Financial Consultation 👩‍🏫 Schedule a 1-on-1 Private Session with Psy ➡️ https://www.firepsychat.com/consultation The budget app! Start your free YNAB trial today! ➡️ https://www.firepsychat.com/ynab Increase your income by starting a course in Course Careers! ➡️ https://coursecareers.com/a/FIREPsyChat 📖 Get Your Free Financial Spreadsheets and Resources 📖 ➡️ https://www.firepsychat.com/resources Become a Channel Member! ➡️    / @firepsychat   For sponsorships and business inquiries ➡️ [email protected] ⏰ Table of Contents ⏰ 0:00 Introduction 0:13 The Differences Between Direct Rollover and Indirect Rollover 1:32 Traditional TSP to Traditional IRA 8:20 Traditional TSP to Roth IRA 8:56 YNAB 11:23 5-year conversion rule 13:19 Roth TSP to Roth IRA 14:09 5-year Roth rule 15:00 Conclusion #FIREPsyChat #FinancialIndependence #RetirementPlanning 🎵 Music and Sound Effects Provided by Epidemic Sound 🎵 https://www.epidemicsound.com/referra... Disclaimer: This video is not in any form of personalized financial advice. I am solely sharing my personal experience and opinions. All Strategies, tips, suggestions, and recommendations shared are solely for entertainment and educational purposes only. There are financial risks associated with investing. You must conduct your own research and due diligence or seek the advice of a licensed advisor if necessary. Affiliate Disclosure: Some of the links on this webpage are affiliate links, meaning, at no additional cost to you, we may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact our opinions and comparisons.