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‘Reluctant.’ I have $900K in my retirement plan. I want to convert part of it to a Roth, but I can’t get a financial planner to do it. What’s up?

Question: “We have $900,000 in a TSP [Thrift Savings Plan, retirement plans for government workers and military]. We’d like to convert a portion to a Roth. It seems like financial planners are ...
Government Executive

TSP mulls investment conversion option

The Thrift Savings Plan is weighing whether to let enrollees to convert their traditional investments to a Roth account, according to the board that oversees the retirement program. The fiscal cliff ...
planadviser.com

TSP to Introduce Roth In-Plan Conversion Feature

Thrift Savings Plan participants and spousal beneficiaries can shift money from traditional, pre-tax TSP balances to Roth accounts without leaving the plan, starting in January 2026. Starting in late ...
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‘Reluctant.’ I have $900K in my retirement plan. I want to convert part of it to a Roth, but I can’t get a financial planner to do it. What’s up?

MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We earn a commission from some links in our articles. Learn more Question: “We have $900 ...