Tax Planning & Roth Conversions

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As previously posted, converting/rolling over pre-tax retirement…

7 Roth Conversion Questions

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A Roth conversion or rollover of pre-tax retirement funds into…

New Video: NYPD Divorce-Pension

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An example of two pension choices for a retiring divorced NYPD…

Divorce, IRAs, & Taxes

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People going through a divorce proceeding should use caution…

TRSNYC TDA Compounding Interest & RMDs

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The TRSNYC TDA Fixed Return Fund (7% or 8.25%) is an excellent…

Does NYC Deferred Comp Know the Fees?

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Over the years, this blog has often posted about inaccurate reports…

NYC Deferred Comp Roth 457(b) vs. Roth IRA

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Lower paid/newly hired NYC employees should consider contributing…

Stirring the Pot: Letter to the Editor

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The pension columnist for the Chief newspaper often writes about…

TRSNYC Retiring Members Pension Loan or Not?

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TRSNYC members have to decide, prior to retirement, whether to…

TRSNYC Lawsuit re: Final Average Salary

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An interesting class action lawsuit was filed in July 2017 regarding…