When you hand your retirement savings to an advisory firm, one of the first things you want to know is who is making the investment decisions. Not a software platform. A person, or in our case, a team.
You've contributed to the TSP for twenty years. Do you know whether that money went into Traditional or Roth, and whether it was the right call for your tax situation? If you're within a few years of retirement, the answer determines when you pay taxes on a balance that took a career to build. Here's how to decide which one fits where you are now.
In this month's Financial Pulse, Drew and Mike discuss: Stocks started climbing again after weeks of going sideways, and tariff headlines have not moved sentiment The 30-year Treasury yield reached its highest level since 2007. What rising rates do to…