Join Our Workshop

Are you ready to take more control of your retirement taxes? Join The Benefit Coordinators for a free workshop where we break down what a Roth In-Plan Conversion really means for your TSP. Many federal and postal employees aren’t told how converting money from your Traditional TSP into your Roth TSP could create tax-free income in retirement. We’ll walk you through who may benefit from this move, how it works, and why it matters—especially if you’re within 10 years of retirement. No jargon. Just clear, real-life examples you can understand and apply.

This workshop is perfect if you’re wondering: “Should I pay taxes now or later?” “Can I really get tax-free income from my TSP?” and “How does this affect my overall retirement plan?” We’ll answer these questions and show you how a Roth conversion could fit into a larger retirement strategy that includes guaranteed income you can’t outlive. Whether you’ve never heard of a Roth conversion or you’ve been meaning to learn more—this is your chance to get smart, stay in control, and make confident decisions about your future.

Keep More, Protect More – Using life insurance and annuity options

March 10th - This session will focus on how you can use life insurance and lifetime‑income annuities in a tax‑aware way. We’ll explore strategies that help you keep more of your earnings, reduce the stress of taxes and turn protection into a smarter part of your retirement plan. March is tax‑season time, so it’s a natural moment to talk about “tax‑smart” protection. For federal and postal workers — whose benefit options can sometimes get complex — this is your chance to simplify and strengthen your plan.
REGISTER 10am CST
REGISTER 6pm CST