Retirement Plan

Penalty-Free Distributions from Roth Conversions; proceed with caution!

There are rules that govern your first 5-year period of ROTH after conversion of ROTH TSP and Roth IRA conversions and if you are under age 59 ½. If you are over 59 ½ (or as soon as they reach 59 ½), you can ignore this rule.  When a traditional TSP or IRA is converted …

Penalty-Free Distributions from Roth Conversions; proceed with caution! Read More »