Joe (caller)
Retired prior military service member and caller featured on this episode who describes his retirement income, Thrift Savings Plan balance, and asks about Roth conversion strategy.
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Mar 2, 2026 • 14min
Should I Convert My TSP?
Joe, a retired prior military service member with a pension and a $600k TSP, calls in about retirement planning. He outlines his income mix and low living costs. Conversation centers on whether to convert TSP to Roth, tax-bracket timing, converting gradually, and practical ways to pay conversion taxes while planning estate and simple investing steps.
