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Money and Finances
Reply to "Financial Advisor experience w/ federal pension"
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[quote=Anonymous][quote=Anonymous]This is a great question. We would like the same. In answer to the PP: the big questions are about timing, Roth conversion, keeping everything in the TSP vs moving it out. So many possible scenarios in terms of retirement dates, especially given uncertainty and [b]it's easier to have the conversation with someone who understands the rules and considerations.[/b] [/quote] Roth conversion = camel's back period (i.e., between retirement and RMD) Keeping it in TSP vs Moving it out = depends on what it is you are looking for that is not offered by TSP I agree it's a lot easier to have the discussion with a live person but they usually charge pretty $$. [/quote]
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