Episode 107: Should Federal Employees Do Roth Conversions? Do They Help Or Hurt?
About this episode
This episode discusses the implications of Roth conversions for federal employees, including strategies and potential pitfalls.
Do Roth conversions make sense for everyone? In this episode, we unpack the rules, strategies, and potential pitfalls of Roth conversions, as well as the role of taxes, spending, and charitable goals. You'll learn why it's not always wise to "just convert everything now" and why flexibility is a crucial part of any financial strategy. Access the full show notes at Mason & Associates, LLC Resources Mentioned: Mason & Associates: LinkedIn Tommy Blackburn: LinkedIn John Mason: LinkedIn
More episodes of Federal Employee Financial Planning Podcast
- Episode 116: Life After DRP: What We Learned from Federal Employees Who Took the Offer
- Episode 115: Let's Talk Taxes: Trump Accounts, Virginia Tax Changes & NIIT for Federal Employees
- Episode 114: When Should Federal Employees Claim Social Security?
- Episode 113: Your FERS Retirement: Back to the Basics
- Episode 112: Medicare in 2026 Part 2: No One Size Fits All for Federal Retirees
- Episode 111: Medicare in 2026: What Changed and What It Means for Federal Retirees
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