Author – Joe Turkal, LtCol (Ret) USMC Scheduled to begin on January 28, 2026, the Thrift Savings Plan (TSP) will allow in-plan Roth conversions. Few TSP owners are aware of this, and even fewer have insights into when this may be an advantageous step to take. This feature will be available to both active and inactive contributors. […]
When Is It Advantageous for Me to Do a Roth Conversion in My TSP? Read More »
Author – Joe Turkal, LtCol (Ret) USMC In the U.S., Americans take as many individual paths in life as there are individuals. Is there a single, indisputable path for Americans to follow that will lead to financial success? This could be debated for centuries by professionals and novices alike with no definitive answer. As a
A Roadmap for Financial Success Read More »
Author – Joe Turkal, LtCol (Ret) USMC If the article’s title caught your eye, did you expect the warning to be for a used car salesman outside your military installation’s front gate? Also did you expect that it would be an article targeted at an E-2 or E-3? I wouldn’t be surprised if you did.
Author – Spencer Turkal “My custodian/broker went to no-fee trading so therefore I don’t pay any fees”. We hear this from time to time to which my usual response is: “Ah, I didn’t realize that (insert big custodian/broker dealer) was a non-profit!” While I typically try not to be sarcastic, sometimes it is the simplest
How the Financial Industry Quietly Reduces Your Returns Read More »
Author – Joe Turkal, LtCol (Ret) USMC In December 2024, I wrote an article called “Top Five Issues for Transitioning Active-Duty Military Members”. The article focused on the intangibles of transition and leveraged the work of the noted psychologist Abraham Maslow published in the mid 1900’s, which laid out the hierarchy of human needs, specifically,
Author – Joe Turkal, LtCol (Ret) USMC In December 2024, I wrote an article called “Top Five Issues for Transitioning Active-Duty Military Members”. The article focused on the intangibles of transition and leveraged the work of the noted psychologist Abraham Maslow published in the mid 1900’s, which laid out the hierarchy of human needs, specifically,
Author – Joe Turkal, LtCol (Ret) USMC In December 2024, I wrote an article called “Top Five Issues for Transitioning Active-Duty Military Members”. The article focused on the intangibles of transition and leveraged the work of the noted psychologist Abraham Maslow published in the mid 1900’s, which laid out the hierarchy of human needs, specifically,