​​​​​​​Complimentary Webinar for Hawai‘i Federal Employees

3/25/26 Roth Conversions

About this webinar

Federal employees often do an excellent job saving for retirement through the Thrift Savings Plan (TSP). What’s less clear is how those savings may be taxed once retirement income begins. 

Recent updates now provide new Roth conversion options inside the TSP, in addition to the long-standing ability to convert to a Roth IRA outside the TSP.
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In this webinar, we’ll explain how Roth conversions work for federal employees, the key differences between available options, and the planning considerations that may help you better understand how these strategies fit into your overall retirement plan.


Federal Benefits Made Simple, an E.A. Buck Company (FBMS), is an independent financial services firm helping individuals create retirement strategies using a variety of insurance and investment products to custom suit their needs and objectives. Insurance products are offered through the insurance businesses FBMS and E.A. Buck Financial Services. FBMS is an Investment Advisory practice that offers products and services through Buck Wealth Strategies (BWS), a Registered Investment Advisor. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. FBMS is not affiliated with or endorsed by the US government or any governmental agency. MAS is not affiliated with FBMS, E.A. Buck Financial Services, or BWS. FBMS, E.A. Buck Financial Services, and BWS are affiliated by common ownership. In California, we are known only as E.A. Buck Insurance in all solicitations of insurance.

  • Who This Is For 

    This webinar is designed for federal employees and retirees who are within 10 years of retirement — or already retired.
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    If you have built savings in the Thrift Savings Plan (TSP) and want to better understand how those savings may be taxed in retirement, this session will help explain new Roth conversion options and key planning considerations.

  • Who We Are

    Federal Benefits Made Simple (FBMS) helps federal employees better understand their retirement benefits, including the TSP and retirement income planning considerations. Through its partnership with E.A. Buck Financial Services, attendees can connect with Michael Sato, Private Wealth Manager, and work directly with a local advisor to discuss how these concepts relate to their specific federal benefits situation.

  • Event Details

    Live Webinar
    Wednesday, February 18
    12:00 PM (Hawaii Standard Time)
    With Interactive Q&A

    Webinar Replay Available
    Wednesday, February 18
    6:00 PM (Hawaii Standard Time)

  • Jeremy Rafferty

    Presenter

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