‘Reluctant.’ I have $900K in my retirement plan. I want to convert part of it to a Roth, but I can’t get a financial planner to do it. What’s up?

Have an issue with your financial planner or looking for a new one? Email questions or concerns to picks@marketwatch.com.
Federal News Network

Maximize your TSP by minimizing your tax

TSP withdrawals aren’t just about timing — they’re about taxes. Whether it’s RMDs, early withdrawals, or Roth rules, smart tax planning is essential.
planadviser.com

In-Plan Roth Conversions Come to Thrift Savings Plans in Late January

Civilian federal employees and uniformed service members will soon be able to convert their pre-tax Thrift Savings Plan balances to Roth accounts without leaving the plan. The Federal Retirement ...
Government Executive

How federal retirement benefits have changed over the years

From FERS to TSP to recent legislation, decades of policy shifts have reshaped how federal employees earn, save for and ...
Hosted on MSN

Did your Thrift Savings Plan TSP L Fund keep up in 2025?

Like other target-date funds, the Federal Thrift Savings Plan’s TSP L Funds are among the retirement plan’s most popular options. The funds, also known as the TSP Lifecycle Funds, accounted for more ...
Federal News Network

Thrift Savings Plan participation at an all-time high

The TSP board is also reporting that participant satisfaction with the agency’s customer service center is at nearly 94%.