I do not like making mistakes. I am kind of a perfectionist in that way. I like things to be done perfectly the first time. But as we all know, it is just a matter of time before we all make a blooper and sometimes these bloopers get Read more…
Question 1 Does the necessity of having health insurance for five years before retirement also apply to vision and dental insurance? Answer 1 No, the 5 year rule does not apply for vision and dental (FEDVIP) to be able to keep it into retirement. The only requirement to Read more…
Not having a mortgage (especially going into retirement) is an incredibly attractive thought but is it worth anything in order to get there? Definitely not. There are certainly times when it pays big time to get rid of the mortgage but certainly not in all cases. Here Read more…
Question 1 If I retire at age 62, and I do a rollover into a traditional IRA, do I pay taxes on the rollover amount? Also, if I am over 59.5 yrs old (I plan to retire at 62) can I take a lump sum out of my TSP? If Read more…
Many of us have noticed that the cost of almost everything has increased significantly since this time last year. Home prices have skyrocketed. Health care expenses have surged. And even grocery prices have jumped. We all have dealt with this to some degree over our career but how Read more…
https://youtu.be/83XF_RU4vaA Question 1 I currently work at a VA hospital. I have been investing 15% of my income into the traditional TSP and also 15% in the Roth TSP. I listened to one of your videos, and you had mentioned if you are married filing jointly and making over $209,000 Read more…
Question 1 I listened to your episode about investing in the TSP and traditional and Roth IRA all at the same time. I have money in all 4 (Roth and traditional TSP and Roth and traditional IRA outside of TSP). When I max out contributions to one account can I Read more…
https://youtu.be/LQoT9VjHajA
