“Is there a 10% penalty for signing up for $1,250 monthly straight withdrawal (not an annuity) from the TSP if I retire at my MRA
Traditional vs Roth TSP Understanding the difference between contributions to the Traditional vs Roth TSP is critical to long term financial planning. Before we dive
Without a doubt since its inception in 1997, the ROTH retirement account has gained tremendous popularity. Named after the Delaware Senator, William Roth, under
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
FERS Federal Fact Check! We love answering questions from Federal Employees about their benefits. Our passion for financial planning with Federal Employees has provided us
The Best Kept Secret in CSRS eBook Only $7.97 Available for Instant Download CSRS and CSRS Offset Federal Employees have a unique benefit called the
CSRS Voluntary Contributions Transfer to a Roth IRA While the CSRS VCP program was originally designed to allow CSRS to put more money in and
When you are ready to retire, you have several TSP retirement choices. You can… Leave your money in the TSP Take monthly TSP withdrawals Annuitize
Your Retirement Savings: Questions about Your ‘Cash Bucket’ A portion of your retirement savings needs to be in a ‘Cash Bucket’. A well-funded Cash Bucket
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
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.
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