Nov 12 2024 5 mins
You don’t need to work longer; you just need a better plan. Schedule a peace of mind visit for your retirement planning with this link: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call
"Turn unused income into a legacy – investing your extra pension for tomorrow."
Chapters:
0:00 - Intro
0:18 - Who Can Benefit from Additional Income Planning?
1:00 - Evaluating Your Debt: Is There Anything to Pay Off?
1:30 - Maximizing Your Contributions to TSP and Roth
2:09 - Tax Brackets: Impact on Your Extra Income
3:02 - Taxable vs. Tax-Free Growth Explained
4:05 - Building a Roth TSP: What It Means for You
4:44 - Starting Your Roth Clock: The 5-Year Rule - Avoiding the IRS and State Taxes on Growth
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Advisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.
Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.