3 Big FERS Pension and TSP Mistakes that Federal Employees Can't Afford to Make

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In this video, Jose Armenta, CFP®, reviews 3 FERS pension and TSP mistakes that federal employees can't afford to make.

If you want more details on the subject, read the following articles:
Net Pension vs. Gross Pension

Tax Diversification

Rollover vs. Transfer

Also, follow me at these places below and say hi!

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Until next time, take care!
Jose Armenta, CFP®

#TSP
#FERS
#FederallRetirement

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Another helpful video, Jose. It's great working with you.

jerrym
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One of your videos said to choose the rollover out option and this one said not to. I am confused.

shawneeendsley
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What do you call a Non retirement account exactly in this case? Thx!

pianotalent
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Can you transfer a TSP to a custodian to create an IRA ROTH?

chris-zusf
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have a question on retiring prosses with Gov.. I put in for my retirement on March 17 2023. Received a text from my retirement counselor on September 18 2023. I retie on November 30 2023 and it is November 4 2023. I did text last week and the reply was I'm working on November retirement now. I am looking for any information on what the checking out prosses is, where or who I'm to get this from. My supervisor has been looking into this also. I am trying not to have some one tell me I was supposed to do this or that along time ago. My work has hired my replacement already and I am training them. Getting close and i am still lost in the prosses. Help needed. Thank You Mike V

mikedv
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Is the qualified dividends income threshold the amount you make in qualified dividends alone or is it based on your total income? Put differently, if I make $25k per year in qualified dividend income and make another $150k per year in ordinary income, do I pay 0% in taxes on the $25k?

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