TSP, Roth IRA, or IUL? A Retirement and Legacy Conversation

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TSP, Roth IRA, or IUL? A Retirement and Legacy Conversation

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Keith sits down with Corey Artis for a practical conversation about retirement, legacy, and what to do with a Thrift Savings Plan after federal service. Together they unpack how the TSP compares to a civilian 401(k), when a Roth IRA conversion may make sense, and where Indexed Universal Life insurance may fit into a broader generational-wealth strategy.The episode also explores tax timing, flexibility, death-benefit protection, cash-value access, and why IUL is not a one-to-one replacement for retirement accounts. It is an educational discussion designed to help listeners ask better questions as they build a plan around income, family protection, and long-term legacy.

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