TSP Rollover to an IRA: 5 Critical Issues (And Why You Should Consider a 'Hybrid' Rollover) скачать в хорошем качестве

TSP Rollover to an IRA: 5 Critical Issues (And Why You Should Consider a 'Hybrid' Rollover)

Many federal employees wonder if they should keep their funds entirely in the Thrift Savings Plan (TSP) or opt for a full IRA transfer upon retirement. However, a balanced approach to federal retirement planning often yields better results than an all-or-nothing strategy. Making the wrong decision in your retirement planning can lead to significant tax implications or restrict access to your funds when needed. This video explores various retirement strategies to help you navigate these choices effectively and avoid potential pitfalls, focusing on smart tax planning. ====================== 📅 Work with us → https://www.covenantwealthadvisors.co... 📝 Check out our Covenant Wealth Advisors Youtube channel →    / @covenantwealthadvisors   =========== Disclosure: The hypothetical examples presented in this video, including "Chris and Cindy," are for illustrative purposes only and do not represent actual client results. Tax brackets and deduction amounts referenced are based on 2026 projections and are subject to change. Actual results will depend on your individual circumstances, future tax laws, and market conditions. Covenant Wealth Advisors is a registered investment adviser. The information presented in this video is developed from sources believed to be providing accurate information and is for educational purposes only. This content should not be considered investment, tax, legal, or financial planning advice, nor a solicitation for the purchase or sale of any security. The information provided is not intended to be used for the purpose of avoiding federal tax penalties. Because we don't know your individual circumstances, this general information may not apply to your situation. Before making any financial decisions, consult with a qualified financial advisor, CPA, attorney, or other appropriate professional who can evaluate your specific needs. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results, and no investment strategy can guarantee a profit or protect against loss in periods of declining values. For more information about our firm, including our services and fees, please visit our website or review our Form ADV, available at adviserinfo.sec.gov.