Roth Convert Before or After Retirement?
There’s a lot of chatter today about Roth conversions. If you’re like most people, you’ve got questions: As a financial planner at Christy Capital Management,
Articles & Resources
to help you in retirement
Four Questions to Resolve Before Retirement
Mention retirement and most federal employees start wondering: All excellent questions! But there are four bigger, more pressing questions you should tackle first. They are:
Can You Have Too Much in the Wrong Accounts?
Is it possible to have too much taxable money? Most people today would hear that question and practically scream, “Absolutely NOT! You can NEVER have
Social Security Taxation: What You Need to Know
Let’s tackle a topic that concerns many retirees: How–if at all–are Social Security benefits taxed? This issue sparks a lot of confusion, with some people
15 Questions Federal Employees Should Ask Before Retiring
Nobody wants to stumble into retirement unprepared. And at Christy Capital Management, we don’t want that for you. (That’s why our mission is to help
Is it Too Late to Start a Roth TSP?
When I’m talking with people about their federal retirement, they often say to me, “I only have a year or two until I retire, and
Six Reasons You Might Want to Do Roth Conversions
Over dinner friends of yours mention how they’ve recently started taking the money in their traditional IRA and moving or “converting” it into a Roth
Is the Secure Act a Ticking Time Bomb?
The Secure Act 2.0 is now law in the U.S. This new legislation has features that many deem to be positive. But the rules pertaining
Have You Looked Into the TSP Mutual Fund Window?
That buzz in the air—it’s not a problem with your hearing. It’s people talking about a new feature for TSPs called the “TSP Mutual
8 Things That The TSP Still Did Not Fix
As you’re planning for your retirement, you want to use whatever resources you have available to help you achieve your goals. That
