1-Hour Thrift Savings Plan Lunch-and-Learn
Live Webinars: Understanding Individual TSP Funds
The TSP offers a variety of investment options, each with its own risk profile and potential returns. These include a few key funds, the core TSP investment funds:
- The C Fund
- The S Fund
- The I Fund
- The F Fund
- The G Fund
Our TSP training in the webinar will help you understand the characteristics of each fund, as well as TSP fund considerations, enabling you to make informed decisions based on your individual circumstances and retirement goals.
Withdrawal Strategies for TSP Distributions
- Hardship withdrawals and TSP Loan Considerations, including loan amounts
- Age 59½ withdrawals
- Provides an overview of TSP Life Annuity Decisions
- Overview of TSP Death Benefits
- Overview of the TSP post service distribution options
- Overview of the TSP in-service options
- Non-spouse beneficiary payments
Invested in the TSP: Planning for Retirement Income
Planning for retirement income involves careful consideration of your TSP investment and withdrawal options. Our TSP webinars will guide you through the process of estimating your retirement income needs and coordinating your withdrawals with other sources of income, such as Social Security and pensions, to ensure a secure and comfortable retirement. The webinar provides a fresh overview of TSP to make optimizing your retirement savings as easy as possible – for both new employees and service members along with those close to retirement or even already retired from their agency or service. If you contribute to the TSP or still have a traditional TSP or Roth TSP account, this webinar is for you.
Accessing Educational Resources for TSP Topics
The Federal Retirement Thrift Investment Board offers a wealth of TSP educational resources to help participants make informed decisions about their retirement savings, but these manuals can be dry and overwhelming for many feds. Our TSP webinar will guide you – from TSP in-service withdrawal options to Roth contributions to what to consider as you plan to retire from federal service. Specialists from the Federal Retirement space, PlanWell Financial is here to provide education for the federal workforce to maximize their employee benefits.
Eligibility for the TSP and Included Tax Benefits
Eligibility for the TSP extends to most federal employees, including civilian personnel and members of the uniformed services, including the ready reserve. This includes those contributing to traditional and Roth TSP accounts. Therefore – both our TSP calculator and webinar sessions are for both civilian and military feds.
Speaker Details
David Fei has been in the financial services industry for over 20 years. He has a wide range of backgrounds and experience in personal finance. He uses the knowledge gained from them to help families plan for life’s challenges (retirement income planning, educational planning, investment risk assessment, etc.)
David Holds the CFP® (CERTIFIED FINANCIAL PLANNER™) as well as the ChFEBC℠ (Charter Federal Employee Benefits Consultant), and the AIF® (Accredited Investment Fiduciary) designations.
Event Topic
Employee Training & Development, Management, Human ResourcesRelevant Audiences
All Federal Government, National Guard, Air Force, Coast Guard, Navy, Central Intelligence Agency, Department of Agriculture, Department of Commerce, Department of Defense, Department of Energy, Department of Health and Human Services, Department of Homeland Security, Department of Housing and Urban Development, Department of Interior, Department of Justice, Department of Labor, Department of State, Department of Transportation, Department of the Treasury, Environmental Protection Agency, Federal Aviation Administration, Federal Communications Commission, Food and Drug Administration, Federal Emergency Management Agency, General Services Administration, Government Accountability Office, National Aeronautics and Space Administration, National Institute of Health, National Security Agency, U.S. Agency of International Development, U.S. Census Bureau, U.S. Office of Personnel Management, U.S. Postal Service, Veterans AffairsOther Agency
Office of the President (includes OMB), Other Federal Agencies, Judicial Branch Agencies