Federal Retirement Tax Planning and TSP Maximization

Join us for a special 60-minute educational webinar on Thursday, May 28th at 1:00pm ET and learn how to maximize your TSP while navigating the new Roth conversion rule!

During the webinar, we’ll cover:

• One rule change. One big tax impact. New rules that took effect in 2026 changed how higher-earning federal employees can use TSP catch-up contributions, Roth strategies, and long-term tax planning. 
• Roth conversions didn’t go away—but the strategy changed. Learn how federal employees can still use Roth planning to reduce future taxes.
• The G Fund isn’t “playing it safe” if it’s used wrong. Discover how strategic use of G, F, and C funds can stabilize income without killing long-term growth.
• Partial Roth conversions can reduce future tax shocks. See how gradual conversions may help smooth taxes before RMDs begin.
• Your TSP strategy may need a reset. Discover how the 2026 changes affect traditional vs. Roth TSP contributions in your final working years.
• Your pension changes the tax math. Learn how federal employees can manage tax brackets differently than private-sector retirees.
• Interactive 30-Min, Live Q&A Session

This training is designed specifically for late-career federal employees who want clarity—not headlines, hype, or guesswork.