Roth TSP

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Q. I have been in the service 15 years and plan on being in for at least five to nine more years. I have been putting in 26 percent monthly to the Thrift Savings Plan for the past five years. I have three Roth IRAs, as well. Should I start the Roth TSP, put in $13,000 to $15,000 a year, continue my Roth IRAs and move all my funds from my regular TSP to Roth TSP?

A. I can’t tell you what you should do, since I don’t know enough about your situation to do so responsibly. In general, I recommend that participants max out their traditional TSP contributions before contributing to a Roth IRA.

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Mike Miles is a Certified Financial Planner licensee and principal adviser for Variplan LLC, an independent fiduciary in Vienna, Virginia. Email your financial questions to fedexperts@federaltimes.com and view his blog at money.federaltimes.com.

2 Comments

  1. IF you are confident you will retire in a higher tax bracket and can max out both IRA and Roth TSP every year, then do so. Otherwise for tax diversification, consider maxing ($5,000) out your Roth IRA as well as maxing ($17,000) out your traditional TSP account every year. Not a fan on how the TSP folks decided to implement the Roth TSP option.

    BTW you cannot move your traditional TSP to the new Roth TSP.

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