TSP RMD Rules Federal Employees Need to Know

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TSP RMD Rules Federal Employees Need to Know

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Required Minimum Distributions, or RMDs, can create confusion for federal employees — especially when you have money in the TSP, outside IRAs, old 401(k)s, or inherited retirement accounts.

In this episode of Federal Benefits Explained, Andrew McNair breaks down what federal employees and FERS retirees need to know about RMDs, including when they begin, how they are calculated, why TSP RMDs cannot be combined with IRA RMDs, and how timing can impact your retirement income strategy.

Andrew also explains how Qualified Charitable Distributions, Roth conversions, and Medicare IRMAA surcharges fit into the bigger picture. If you are approaching retirement or already retired from federal service, this episode can help you better understand how your TSP withdrawal strategy may affect your taxes, Medicare premiums, charitable giving, and long-term retirement plan.

You’ll learn:

• When RMDs begin and how they are calculated
• Why your TSP RMD must come from your TSP
• How IRA aggregation rules work
• Why spouses cannot combine RMDs
• How QCDs may help reduce taxable income
• Why QCDs are not available directly from the TSP
• How RMDs can affect Medicare IRMAA surcharges
• Why Roth conversions and RMDs need to be coordinated
• Common RMD mistakes federal employees should avoid

https://calendly.com/swancapital_/nocostconsultation

To receive a customized Federal Retirement Report, call 1-800-848-8768 or visit swan-capital.com.

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