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.

Postponed & Deferred Retirement: Here’s What to Expect

NARFE Federal Benefits Institute presents Postponed & Deferred Retirement: Here’s What to Expect Thursday, February 12, 2026, 2:00 p.m. ET Federal employees under FERS who separate from service before reaching full retirement eligibility may qualify for either postponed or deferred retirement, depending on their age and years of service at the time of separation. In this webinar, NARFE federal benefits specialist Tony Opat will outline how these options can help preserve your benefits, prevent annuity reductions, and reinstate health or life insurance. Topics covered include: Eligibility for both retirement categories Timing requirements Postponed and deferred retirement commonalities and differences Necessary forms and applications And much more A Q&A session will follow the presentation. Join us and Tony Opat at 2 pm EST on February 12, 2026, to gain the insights needed for postponed and deferred retirement, so you know what to expect and can make the best choice for your future.