TSP Beneficiary is a Trust
“If my TSP beneficiary is currently my Trust, then upon my death, will that transfer be made by a one time full payment -20% for
“If my TSP beneficiary is currently my Trust, then upon my death, will that transfer be made by a one time full payment -20% for
“How do I know when it’s worth it to withdraw (refund) my FERS contribution when I leave the Fed workforce? if I have less than
“I retired on Dec 31 2019. Don’t you think I should pull all my money out of the TSP and put it in a high
We have been receiving questions from Federal Employees across the United States this week, wondering if they should make changes in their TSP due to
“Thank you for the great videos, they are very informative. I do have a question for you. I am 59 years old and a retired
One of the great questions that we get from people over age 50 is whether or not it is too late to really take advantage
One of the questions that Federal Employees frequently ask us is how they can convert some of their Thrift Savings Plan (TSP) dollars into the
Learn about ‘Buckets of Money’ When you’re investing for retirement, it’s easy to get caught up in all of the details. Most federal employees make
How Much Money Should be in Your ‘Cash Bucket’? Thinking about your retirement savings and investing for retirement? You should consider putting some of your
The amount of retirement savings you need in your ‘Cash Bucket’ will change as your fixed income changes in retirement. If you’re not familiar with
Year after year I see Federal Employees missing the same critical concepts in their federal retirement planning. That’s why I’ve created an online workshop to help educate Federal Employees on these critical concepts.
If you are a Financial Advisor looking to work with Federal Employees,
we are always looking for Advisors that want to deliver massive value to clients.
Advisory services offered through Shilanski & Associates, Inc., an Investment Adviser doing business as “Plan Your Federal Retirement”. Plan Your Federal Retirement is not employed by the United States Federal Government and does not represent the United States Federal Government. All content on this site if for information purposes only. This website is not personalized investment advice. Securities investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. Please review our Customer Relationship Summary (Form ADV Part 3) for important information about our services and fees.
Opinions expressed herein are solely those of Shilanski & Associates, Incorporated, unless otherwise specifically cited. Material presented is believed to be from reliable sources, and no representations are made by our firm as to other parties, informational accuracy, or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.
Content provided herein is for informational purposes only and should not be used or construed as investment advice or recommendation regarding the purchase or sale of any security. There is no guarantee that any forward-looking statements or opinions provided will prove to be correct. Securities investing involves risk, including the potential loss of principle. There is no assurance that any investment plan or strategy will be successful.