The Roth Conversion Window: Why the Years Between Retirement and RMDs Are Critical

Federal employee within 12 months of retirement, or already retired, with $1 million+ invested? Book a free 15-minute Fit Call: https://app.hawsfederaladvisors.com/whatservicemakessense

For many feds, the years between retiring and starting RMDs are the lowest-tax years they'll ever have. Here's how to use that window for Roth conversions on purpose, and when to hold off.

Educational only, not tax, investment, or legal advice. Haws Federal Advisors | HawsFederalAdvisors.com

👇 Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book

Download a copy of our Free Federal Retirement Roadmap: http://bit.ly/4vlqoGY

Join our NEW LinkedIn or Facebook groups to answer/ask any federal questions: https://www.linkedin.com/groups/13175084/

https://www.facebook.com/share/g/1Gq3H4Vm5F/