NARFE New Member Welcome

NARFE Federal Benefits Institute presents NARFE New Member Welcome Thursday, February 05, 2026, 1:00 p.m. ET New to NARFE? Join NARFE’s Senior Director, Member Engagement, Nora MacDonald, for a webinar to get acquainted with all the benefits of membership and learn more about its three pillars: Advocacy, Education, and Community. NARFE’s Membership staff will be on hand to assist with any questions that you may have. Even if you’ve been a member for a while, feel free to join us to get reacquainted with all that NARFE has to offer! A Q&A session will follow the presentation. Please join us and Nora MacDonald, on Thursday, February 05, at 1 p.m. ET for a one-hour discussion on how the benefits of NARFE’s membership program can provide opportunities, a sense of community, and overall value to members.

Roth Conversions – Who, How, When?

NARFE Federal Benefits Institute presents Roth Conversions – Who, How, When? Thursday, February 05, 2026, 2:00 p.m. ET Many retired Thrift Savings Plan (TSP) participants treat tax planning as an afterthought. Instead of proactively working to maximize the after-tax value of their TSP, most simply continue deferring taxes on their Traditional TSP balances until required minimum distributions become mandatory. Taking a passive approach can result not only in higher ordinary income taxes but also in increased stealth taxes, like higher Medicare Part B premiums. Roth conversions can help boost after-tax balances during retirement and may also preserve after-tax value for beneficiaries. Join federal benefits expert Mark Keen, CFP®, for an in-depth exploration of Roth conversions, including: What is a Roth Conversion How Roth conversions are taxed Who can carry out a Roth conversion How to determine if a Roth conversion is right for you How much should you convert The new TSP in-plan Roth conversion option How Roth conversions can lead to greater after-tax wealth How Roth conversions can help to minimize/avoid future stealth taxes like higher Medicare Part B premiums Why Roth conversions can be an effective wealth transfer tool A Q&A session will follow the presentation. Join us and Mark Keen at 2 p.m. ET on February 5, 2026, to discover how Roth conversions can increase after-tax wealth, lower your lifetime tax burden, and help you avoid stealth taxes.