TSP Roth Conversion: Rules, Taxes & Strategic Considerations

Educational Webinar for Federal Employees

What You’ll Learn:

→ When a Roth conversion from the TSP may make sense — and when it doesn’t
→ The specific IRS and TSP rules that govern Roth conversions
→ How Roth conversions are taxed and how timing impacts your tax bill
→ Common mistakes federal employees make when converting — and how to avoid them
→ How Roth conversions may fit into a broader retirement income and tax strategy
→ Key considerations for pre-retirees vs. retirees when evaluating conversions

After the webinar, you’ll walk away with a clearer understanding of whether a Roth conversion deserves a place in your retirement strategy — and the opportunity to schedule a one-on-one follow-up if you’d like personalized guidance.

New in 2026!

TSP Roth Conversion Webinar

January 14th, 2026

12:00pm EST & 5:30 pm EST

Register for this 45-minute educational training built exclusively for federal employees with a live Q&A.

Reserve Your Spot Now!

Why Federal Employees Trust Us With Their Retirement

We help federal employees retire with clarity and control. Our proven process simplifies your pension, TSP, and life insurance — so you can confidently make decisions and enjoy the retirement you earned.

  • Personalized FERS pension analysis

  • TSP rollover and withdrawal guidance

  • Life insurance review (FEGLI and private options)

  • Retirement Timeline and GRB/ORA Platform Assistance

Christopher and Ally Lee

Co-Founders & Retirement Specialists,

Independence Benefits

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Information is for educational purposes only and does not constitute financial, legal, or tax advice.

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